
Expert Investment Advisor
2 days ago
Responsibilities:
- Presents investment proposals to high net worth clients.
- Develops and finalizes customized investment advisory plans for each client, including portfolio development, CEO approval, and client delivery.
- Crafts documentation for all clients in accordance with the Investment Policy Statement (IPS) and Portfolio Management Agreement (PMA).
- Ensures timely delivery of all proposals and agreements to respective clients.
- Negotiates final legal agreements for clients.
- Manages fixed income and equity portfolios.
- Maintains document liaison with the legal and operations departments.
Job Specifications
- Qualifications: CFA qualification preferred.
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