Wealth Management jobs in Passed CFA Level II

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Found 2 India, Asia jobs

  • 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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  • 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.

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    • 9 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...

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    • 37 days ago
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    Top job

  • 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

    • 11 days ago
    • You need to sign in to save

  • 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

    • 37 days ago
    • You need to sign in to save

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