Commercial Bank, Credit Union, Private Bank, Savings & Loan, jobs in Passed CFA Level I

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Found 2 jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

  • Portfolio Manager

    • Los Angeles and San Francisco, California
    • Competitive Base Salary + Medical, Dental, Vision and 401k
    • First Bank

    Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.