Private Wealth Management Firm jobs in CFA Charterholder

Found 11 Corporate jobs

• Product Specialist

  • Mumbai
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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  • 3 days ago
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• 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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  • 5 days ago
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• Investment Analyst

  • Singapore
  • Up to S$70,000 per year with bonus, co-investment opportunities
  • Pioneer Generation

  Exciting growth opportunity to be part of the pioneering team of a brand new single family office with global businesses and significant AUM to invest

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  • 20 days ago
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• Senior Investment and Operations Associate

  

  • Los Angeles, California
  • Competitive base salary commensurate to experience + bonus + full benefits + profit-sharing plan
  • Northwestern Mutual West Los Angeles

  We are a mature, dynamic Wealth Management Advisory firm seeking a Senior Investment and Operations Associate.

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  • 37 days ago
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• Senior Product/Research Analyst

  

  • Bangalore City, Bangalore (IN)
  • Up to $20,000 per year including benefits
  • 4Thoughts Finance

  Looking for a suitable candidate for Research & Analyst job in a Global Consultancy Firm for Listed and Unlisted Space.

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  • 40 days ago
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• Investment Analyst II

  

  • Santa Barbara, California
  • Full-time, non-exempt position, 3 week vacation, tuition reimbursement + benefits
  • Montecito Bank & Trust

  Are you a talented professional who excels at personalized service, enjoys getting involved in your communities and has a desire to work for an or...

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  • 4 days ago
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• Chief Investment Officer/Senior Advisor

  

  • Edmond, Oklahoma
  • Base Salary: $120,000-$150,000 based on experience and qualifications/Individual & Team Bonuses
  • Burnett Financial Group

  Independent Registered Investment Advisory Firm serving HNW business owners/families. Seeking to add a Chief Investment Officer/Advisor to our team.

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  • 4 days ago
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• Equity Research Analyst

  

  • New York City, New York (US)
  • Commensurate with experience + Health + 401(k)
  • Livian & Co.

  Livian & Co. a growing wealth management firm formed in 2010 by a group of investment professionals, is seeking a financial analyst (equity researc...

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  • 6 days ago
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• Associate, Public Markets Team

  

  • Menlo Park, California
  • $150,000 - $170,000 + benefits
  • Jasper Ridge Partners

  Open position for an allocator with 2-4yrs experience to join the public markets manager selection function at Jasper Ridge for a 2yr program.

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  • 10 days ago
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• Investment Analyst

  

  • College Station, Texas
  • Salary commensurate with experience and qualifications
  • Briaud Financial Advisors

  Seeking an Investment Analyst to join our growing investment team.

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  • 11 days ago
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• J.P. Morgan Advisors Investment Associate, Philadelphia, PA

  

  • Philadelphia, Pennsylvania (US)
  • Base, Bonus + Benefits
  • JPMorgan Chase

  JPMorgan Chase & Co.  (NYSE: JPM)  is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and o...

  View details J.P. Morgan Advisors Investment Associate, Philadelphia, PA

  • 52 days ago
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