Private Wealth Management Firm jobs in Passed CFA Level I

Found 2 India jobs

• Senior Manager Research Analyst

  • Mumbai, Konkan (IN)
  • Best in the Industry
  • Morningstar

  The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group ...

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  • 11 days ago
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• Senior Relationship Manager

  

  • Bangalore
  • Act as a first point of contact for all the queries related to the HNI Clients.
  • 4Thoughts Finance

  Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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  • 41 days ago
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