Wealth Management CFA Charterholder jobs in Bachelors

Found 1 India, Asia Pacific job

• Product Specialist

  • Mumbai
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

  View details Product Specialist

  • 9 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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  • 11 days ago
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• Senior Product/Research Analyst

  

  • Bangalore City, Bangalore (IN)
  • Up to $20,000 per year including benefits
  • 4Thoughts Finance

  Looking for a suitable candidate for Research & Analyst job in a Global Consultancy Firm for Listed and Unlisted Space.

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  • 46 days ago
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• Analyst, Research & Investment Services

  

  • Mumbai / Pune / Bangalore
  • The compensation structure will be as per industry standards
  • TresVista

  About TresVista Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corpora...

  View details Analyst, Research & Investment Services

  • 37 days ago
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