Portfolio Management: Multi-Asset Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 4 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.

  • Senior Fund Analyst

    • Sandton, Johannesburg Metro (ZA)
    • Market related
    • Paton

    The role is on the multi-management side, looking for a Senior Fund Analyst and the role also has portfolio management duties.

  • Senior Investment Analyst

    • Cleveland, Ohio (US)
    • Competitive salary with benefits
    • Beacon Financial Group

    Use a total wealth approach in providing customized strategies that are designed to ensure our clients accumulate, preserve and protect their wealth.

  • Client Advisor

    • Phoenix
    • Competitive Base DOE + benefits + bonus
    • MRA Associates

    The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.