Leading Investment Strategist

5 days ago


Islamabad, Islamabad, Pakistan beBee Careers Full time
Lead Investment Manager

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.


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Investment Strategist - ExecutiveAn accomplished investment strategist is needed to develop and execute effective investment plans that align with our company's goals and objectives. With a minimum of 5 years of experience in a similar role, you will have a proven track record of success in driving business growth and achieving outstanding results. Your...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Job 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.


  • Islamabad, Islamabad, Pakistan People Strategist Full time

    Role Description:The Chief of Treasury & Investment is responsible for shaping and executing the bank's overall treasury strategy, ensuring optimal liquidity, funding, and investment management. This executive role oversees capital planning, balance sheet management, and market risk while ensuring regulatory compliance and financial resilience. The incumbent...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Real Estate Investment StrategistMGC Developments is seeking a skilled and experienced Real Estate Investment Advisor/Senior Investment Advisor to join the team. This role involves identifying, analyzing, and advising on strategic real estate investment opportunities.Conduct due diligence on potential investmentsDevelop investment strategies to drive...

  • Principal Investment

    2 weeks ago


    Islamabad, Islamabad, Pakistan Karandaaz Pakistan Full time

    About 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...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Business Growth StrategistWe are looking for a strategic thinker who can analyze market trends, consumer behavior, and competitor activity to drive business growth. As a Business Growth Strategist, you will develop and execute plans to increase consumption within budgeted parameters while maintaining profitability. This involves closely monitoring sales...


  • Islamabad, Islamabad, Pakistan Leading Real Estate Agency Full time

    We 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...

  • Investment Specialist

    3 weeks ago


    Islamabad, Islamabad, Pakistan HBL Asset Management Limited Full time

    Get 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...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Investment 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.


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Job SummaryWe are seeking a skilled Strategic Investment Manager to lead our organization's investment strategy and identify opportunities for growth.