Head Investment Advisory

Head Investment Advisory

AWT Investments Limited, Pakistan

Responsibilities :

• Make presentations for high net worth clients.
• Prepare and finalize investment advisory proposals for each advisory client managed by AWTIL, including the development of portfolios, taking approval from the CEO, and final delivery to the client.
• Arrange and draft required documentation for all advisory clients in accordance with the Investment Policy Statement (IPS) and portfolio management agreement (PMA).
• Ensure timely delivery of all proposals and agreements to the respective clients.
• Arrange final legal agreements for advisory clients.
• Portfolio management : Fixed income & equities.
• Prepare minutes, presentations, and manage document liaison with the legal & operations department.

Job Specification

Qualifications : CFA Qualified Preferred

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