Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 7 India, Asia Pacific jobs

  • Financial Analyst

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Tristone Strategic Partners LLP provides business and financial advisory services to institutional investors, family offices, corporates and start-...

  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

  • Investment Advisor

    • Nehru Place, Delhi (IN)
    • Negotiable. Depends on the quality.
    • Truemind Capital Services

    Wealth Managers/Research Analysts and Investment Advisory Enthusiasts who want to be true fiduciaries to their clients are welcome in Truemind, a S...

  • 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 ...

  • 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...

  • Wealth Management Analyst

    • Noida, Uttar Pradesh (IN)
    • In the range of INR 5 - 10 Lakh depending on the candidate profile
    • Recruiter - TheBirbal

    Position: Analyst – Wealth Management Indicative Job Description [A] – Enabling the Associate Advisor in managing client wealth  Client Servicing ...

  • Senior/ Chief Investment Manager -Family Office

    • Bangalore (Locality), Karnataka (IN)
    • Upto INR 32 LPA
    • Muthoot Finance Ltd

    Job Description: Check and evaluate the present asset allocation of family investments; make proposal for future allocation. Set up a two-member ...

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