Investment Advisor/Consultant Private Wealth Management Firm jobs in CFA Charterholder

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Found 6 jobs

  • 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

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

    Top job

  • Analyst, Research and Investment Services

    • Bangalore, Mumbai and Pune
    • Upto 6.49 lakhs per year
    • TresVista

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

    Top job

  • Assistant Portfolio Manager/Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • 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.

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  • Senior Investment Analyst

    • Manchester-by-the-Sea, MA
    • Up to $100,000
    • Arjuna Capital

    Quantitative analysis of Arjuna’s high-performing public equity strategies: domestic core fossil-fuel-free strategy and the global impact strategy.

  • 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.

  • Portfolio Manager

    • Vancouver, British Columbia (CA)
    • Incentive based salary
    • Vancity Investment Management

    Vancity Investment Management is looking for a member facing Portfolio Manager who has proven client relationship management and sales experience.

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