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

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Found 1 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...

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    • 10 days ago
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    Top job

  • Associate, Compliance

    • Pune, Bangalore
    • As per Company standards
    • TresVista

    About Us Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corporates for...

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

    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

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

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