Wealth Management Passed CFA Level I jobs in Bachelors

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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
- 5 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
- 33 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...
View details Senior Relationship Manager
- 7 days ago
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Top job
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
- 33 days ago
- You need to sign in to save