
Leading Investment Strategist
5 days ago
We are seeking a highly skilled and experienced investment manager to join our team. As a lead investment manager, you will be responsible for making presentations to high net worth clients, preparing and finalizing investment advisory proposals, and arranging documentation in accordance with the Investment Policy Statement (IPS) and portfolio management agreement (PMA).
Key Responsibilities:
- Develop and present tailored investment proposals to high net worth clients.
- Prepare and finalize investment strategies, taking into account client objectives and risk tolerance.
- Ensure timely delivery of all proposals and agreements to the respective clients.
- Collaborate with the legal and operations department to manage document liaison and ensure seamless execution of client agreements.
Requirements:
- CFA Qualified or Equivalent Experience.
- Excellent communication and presentation skills.
- Strong analytical and problem-solving skills.
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Investment Strategist
1 week ago
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Investment Strategist
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Islamabad, Islamabad, Pakistan beBee Careers Full timeJob Description: As an Investment Advisor, you will be responsible for financial planning, implementing investment strategies, managing finances, and providing exceptional customer service to clients. You will work with clients to understand their financial goals and develop personalized investment plans to achieve them.
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Principal Investment
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Islamabad, Islamabad, Pakistan Karandaaz Pakistan Full timeAbout UsKarandaaz Pakistan is a not-for-profit organization, based out of Islamabad, registered with the Securities and Exchange Commission of Pakistan under Section 42 of the Companies Act 2017. The entity has been seeded by the Enterprise and Asset Growth Programme of the UK's Foreign, Commonwealth & Development Office (FCDO) and our digital finance...
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Real Estate Investment Advisor
6 days ago
Islamabad, Islamabad, Pakistan Leading Real Estate Agency Full timeWe are Pakistan's Top Real Estate Agency Having More Than 100 Offices Nationwide with International Presence in 12 Countries.Why Us?We help you to build a professional foundation that sets you up for success both at the company and beyond by unlocking your potential to shape your own path.We are an innovative and creative platform for you to grow as we...
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Investment Specialist
3 weeks ago
Islamabad, Islamabad, Pakistan HBL Asset Management Limited Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from HBL Asset Management LimitedBusiness Development Consultant - Management - Channel Development - Alliances - Enterprise Solutions - B2B - B2G - B2C - Investment - Realtor -…Company DescriptionHBL Asset Management Limited (HBL AMC), incorporated in 2006, is one...
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Investment Advisor Specialist
1 week ago
Islamabad, Islamabad, Pakistan beBee Careers Full timeInvestment Advisory ManagerWe are seeking a seasoned Investment Advisory Manager to lead our investment advisory team. This is a high-profile role that requires strong leadership, exceptional communication skills, and in-depth knowledge of the financial markets.
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Strategic Investment Manager
5 days ago
Islamabad, Islamabad, Pakistan beBee Careers Full timeJob SummaryWe are seeking a skilled Strategic Investment Manager to lead our organization's investment strategy and identify opportunities for growth.