Key Investment Strategist

1 week ago

Islamabad, Islamabad, Pakistan beBeeInvestment Full time 7,000,000 - 13,000,000
Job Profile:

This role is crucial for our organization, focusing on providing high-quality investment advisory services to clients.

Duties and Responsibilities:
  • Develop and present personalized investment proposals to high net worth clients, tailored to their goals and risk tolerance.
  • Create comprehensive investment plans that align with clients' objectives and ensure timely delivery of all proposals and agreements.
  • Establish final legal agreements for clients, adhering to the company's policies and standards.
  • Manage portfolios comprising fixed income and equities, ensuring optimal returns.
  • Prepare minutes, presentations, and coordinate document liaison with the legal and operations department.
Qualifications:

Professional certifications such as CFA are highly desirable

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