Wealth Management Passed CFA Level I jobs in Full Time
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Found 3 India jobs for open / negotiable
We seek an outgoing investment and sales specialist to join our Affluent Business team and help us grow the business faster.
Part of team involved in generating investment ideas to meet the clients financial goals Contribute to and prepare investment proposals for clie...
Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client. Client Management – Ensuring high level of ...