Private Wealth Management Firm jobs in CFA Charterholder

Found 2 India, Maharashtra jobs

• Relationship Manager

  • Worli, Mumbai
  • Negotiable
  • Sicomoro Advisors Private Limited

  Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client.  Client Management – Ensuring high level of ...

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  • 19 days ago
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• Ideation - Equities/Fixed Income

  • Worli, Konkan (IN)
  • Negotiable
  • Sicomoro Advisors Private Limited

  Part of team involved in generating investment ideas to meet the clients financial goals   Contribute to and prepare investment proposals for clie...

  View details Ideation - Equities/Fixed Income

  • 19 days ago
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