Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 10 jobs

  • Portfolio Manager

    • Geneva, Canton of Geneva (CH)
    • 200k CHF
    • Lombard Odier Group

    Portfolio Manager Bank Lombard Odier & Co Ltd in Geneva is looking for a candidate to fulfil the following mission statement: Your mission:  Offer...

  • Equity Advisor

    • Geneva, Canton of Geneva (CH)
    • 150k-200k CHF depending on profile
    • Lombard Odier Group

    For the Private Bank in Geneva, we are looking for an Equity Advisor to join our Advisory team.

  • Fixed Income Advisor

    • Geneva, Canton of Geneva (CH)
    • 150k-200k CHF depending on profile
    • Lombard Odier Group

    For the Private Bank, located in Geneva, we are looking for a Fixed Income Advisor to join the Advisory team.

  • Investment Research Manager

    • Clayton, Missouri
    • Negotiable salary with bonus, benefits, paid parking and support for professional development
    • The St. Louis Trust Company

    Investment research manager, able to identify and highlight manager and portfolio risk and opportunity through rigorous quantitative analysis.

  • Associate Client Portfolio Manager, NH

    • New Hampshire
    • Competitive salary based on experience
    • Cambridge Trust

    This role will manage and advise individual client portfolios across global equities and bonds; support Sr Client Portfolio Managers; be based in NH

  • Portfolio Manager

    • The Woodlands, Texas
    • Salary commensurate with experience/qualifications. Benefits Include: Paid Time Off, Medical, 401(k)
    • Waterway Wealth Management

    Waterway Wealth Management is looking for a Portfolio Manager with a CFA designation or someone who is working towards their CFA Designation with

  • Consulting Portfolio Analyst

    • Charlotte, North Carolina
    • $80,000 - $90,000 base plus benefits and variable comp
    • Horizon Investments

    Summary/Objective The Consulting Portfolio Analyst is an investment management role primarily supporting the consulting clients at Horizon. The pri...

  • Alternative Investment Strategist

    • Canton of Zürich (CH)
    • Negotiable
    • UBS AG

    The CIO WM Global Investment Office is responsible for the House View and investment strategy for UBS Wealth Management clients.

  • Credit Analyst - financial institutions

    • Canton of Zürich (CH)
    • Negotiable
    • UBS AG

    You'll be working in our Chief Investment Office's Credit Research team in Zurich.

  • Client Investment Specialist 80 - 100%

    • Geneva, Canton of Geneva (CH)
    • Negotiable
    • UBS AG

    You’ll be joining a team of Senior Investment Specialists covering clients domiciled in Emerging Markets.

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