Investment Advisory Director

3 days ago


Islamabad, Islamabad, Pakistan AWT Investments Limited Full time

A key role at AWT Investments Limited involves providing expert investment advice to high net worth clients.

Key Responsibilities:
  • Develop engaging presentations for esteemed clients.
  • Finalize comprehensive investment advisory proposals, including portfolio creation and client delivery.
  • Draft essential documentation according to the IPS and PMA.
  • Ensure timely submission of proposals and agreements.
  • Craft final legal agreements.
  • Manage fixed income and equity portfolios with precision.
  • Facilitate document coordination with the legal and operations department.

Preferred qualifications include CFA certification.



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