Investment Advisor/Consultant Brokerage Passed CFA Level III (Charter Pending) Full Time jobs in Masters

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Found 1 job

  • Portfolio Analyst

    • Norfolk, Virginia (US)
    • Negotiable
    • Wilbanks, Smith & Thomas Asset Management, LLC

    The role of this position is to provide analyst support and reporting functions to the Portfolio Management teams within our firm.

    Top job

  • Wealth Manager

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

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

    Top job

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

    Top job

  • Wealth Manager

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

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