Head Investment Advisory

• To make presentations for high net worth clients.

• To prepare and finalize Investment advisory proposals for each advisory client managed by AWTIL including the development of portfolios, taking approval from CEO and final delivery to the client

• To arrange and draft required documentations for all advisory clients in accordance with Investment Policy Statement (IPS) and portfolio management agreement (PMA)

• To ensure timely deliverance of all proposals and agreements to the respective clients

• Arranging final legal agreements for advisory clients
• Portfolio Management: Fixed income & equities
• Preparation of minutes, presentations, document management liaison with legal & Operations department

CFA Qualified Preffered

Investment Advisory

Portfolio Management: Fixed Income & Equities