Description:
Alfalah GHP Investment Management Limited is looking for Head of Separately Managed Accounts (SMA)
Job Brief:
Assist Sr. Management in new client acquisition and retention through a broad knowledge of investments, portfolio management services and financial planning
Client relationship management, including assisting clients in establishing investment objectives and rate of return expectations
Oversee the preparation of proposals for potential investment advisory clients and communication with the clients till successful signing of agreement/ contracts
Formulation of client specific investment strategy formulation
Management of exposures to ensure compliance with agreed/regulatory requirements
Comparative attribution analysis of portfolio versus respective benchmarks
Performance monitoring;
Reporting of portfolio analytics
Communication of performance, strategy and review to higher management and investors;
Being the single point of contact for advisory service clients to deal with all portfolio related queries
Qualification: MBA/ACCA + CFA
Experience: 5-8 years of relevant experience preferably in Mutual Fund Industry
Knowledge & Skills: Thorough understanding of debt and capital markets
Excellent drafting skills;
Ability to communicate complex issues clearly in both oral & written
Organization | Alfalah GHP Investment Management Limited |
Industry | Accounting / Finance / Audit Jobs |
Occupational Category | Head of Separately Managed Accounts |
Job Location | Karachi,Pakistan |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Experienced Professional |
Experience | 5 Years |
Posted at | 2021-07-30 10:33 am |
Expires on | Expired |