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