Investment Advisor/Consultant Commercial Bank, Credit Union, Private Bank, Savings & Loan, jobs in Passed CFA Level III (Charter Pending)
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INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisor...
Join our team! The FA will be responsible for working with the Finance Manager to prepare the annual budget and quarterly forecasts.
Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.
Descripción: Análisis y seguimiento de Instrumentos de Renta Variable, Fibras, Deuda, Deuda Estructurada y Fondos Privados. Entre las principales f...