Private Wealth Management Firm Passed CFA Level II jobs in Masters
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Found 3 jobs
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Managing Director, Director of Defined Contribution Retirement Plan Consulting We seek an individual to lead our work with defined contribution (...
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Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients
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To acquire & manage relationship with UHNI individuals with financial assets of over ₹ 10 Crs.