Wealth Management Passed CFA Level II jobs in Bachelors

Found 1 Corporate, India 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 Senior Relationship Manager

  • 7 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.

  View details Senior Product/Research Analyst

  • 42 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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  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
  • Save Analyst, Research & Investment Services

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