Private Wealth Management Firm CFA Charterholder jobs in Full Time

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Found 19 jobs

  • Investment Strategist

    • Mumbai
    • Open/Negotiable
    • TrustPlutus Wealth Managers (I) Pvt Ltd

    Implement Advisory process  Regular Client review which includes  Creation / Updation Investment Policy statement  Updating Investment Adv...

  • Collectives Research Analyst

    • Bromsgrove, Worcestershire
    • A generous package with attractive employee benefits
    • AFH Wealth Mangement

    A very desirable role with a reputable and highly successful company. Excellent working conditions.

  • 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.

  • Relationship Manager, Service (Wealth Management Platform)

    • San Antonio, Texas
    • Competitive, with benefits
    • South Texas Money Management

    The Relationship Manager is responsible for ensuring clients receive a high level of touch and an excellent client experience.

  • Client Portfolio Manager

    • Bahrain (BH)
    • Competitive salary
    • Sophisticated multi-family office in Bahrain

    The Firm is one of the largest multi-family office based in Bahrain with offices in London, New York and Hong Kong.   Client Portfolio Manager Role...

  • Head of Internal Audit

    • Bahrain (BH)
    • Competitive salary
    • Sophisticated multi-family office in Bahrain

    The Firm is one of the largest multi-family office based in Bahrain with offices in London, New York and Hong Kong. Head of Compliance & Risk  Act...

  • Head of Compliance & Risk

    • Bahrain (BH)
    • Competitive salary
    • Sophisticated multi-family office in Bahrain

    The Firm is one of the largest multi-family office based in Bahrain with offices in London, New York and Hong Kong Head of Compliance & Risk Act a...

  • Co-Portfolio Manager, Dividend Growth

    • Saint Petersburg, Florida
    • Compensation commensurate with experience
    • Korn Ferry

    Responsible for execution of the company's Dividend Growth strategy, working alongside the other co-manager to run the team and portfolio.

  • Relationship Management Officer: Portfolio Management

    • Cleveland, Ohio
    • Base salary, bonus compensation, and new business incentive opportunities
    • Glenmede Trust Company, N.A.

    To apply please visit our website listed in posting. Application inquires or questions please contact Erin Ballard at erin.ballard@glenmede.com.

  • Fund Accountant / Senior Financial Analyst

    • Edmonton, Alberta
    • .
    • ATB Investor Services

    Who are we? Listening to Albertans. Going deeper to understand who they are and where they’re going. Translating the complex world of banking and i...

  • Portfolio Analyst

    • Waltham, Massachusetts (US)
    • Portfolio Analyst
    • Ballentine Partners, LLC

    This is a fantastic opportunity for an investment professional with exceptional emotional intelligence interested in working in a successful firm.

  • Portfolio Manager

    • Frisco, Texas, United States
    • Competitive salary and benefits
    • Landmark Bank

    Work with the Chief Investment Officer on all investment management activities, including analysis, monitoring and performance of portfolios

  • Portfolio Manager

    • US - MO - Columbia
    • Competitive salary and benefits
    • Landmark Bank

    Work with the Chief Investment Officer on all investment management activities, including analysis, monitoring and performance of portfolios

  • Porfolio Manager

    • Charlottesville, Virginia
    • Commensurate with experience
    • Legacy Foundation LLC

    We are a boutique firm with approximately $200M in assets, seeking a Portfolio Manager to construct risk-appropriate portfolios. The successful hir...

  • Investment Analyst

    • Dubai (Emirate) (AE)
    • Competitive salary commensurate with market rates
    • Guardian Wealth Management

    Investment Associate/ Analyst Reporting to the Investment Committee of Guardian Wealth, the Ideal candidate must have a comprehensive understanding...

  • Senior Trader

    • Grand Cayman, Cayman Islands (KY)
    • US$150,000 to US$175,000 per annum. No taxation will be imposed on the earnings.
    • Deloitte Client in the Cayman Islands

    SENIOR TRADER opportunity in the Cayman Islands! Our client has a diverse investment portfolio spanning multiple jurisdictions and sectors.

  • Vice President, Asset Management

    • Detroit, Michigan
    • Compensation Commensurate with Experience
    • Korn Ferry

    Oversight of managed accounts. Develop a third party investment model and oversee internal model, both heavy with ETF's.

  • Wealth Manager

    • Concord, MA
    • Salary is commensurate with talent and experience.
    • COMPASS Wealth Management, LLC

    The successful candidate's focus should be on providing clients with exceptional advice and service, and a skill set to match. The position can be PT.

  • Group Leader and Senior Investment Advisor for the High Net Worth Group

    • Waltham, Massachusetts
    • Based on experience
    • Ballentine Partners, LLC

    This is a fantastic opportunity for a seasoned professional interested in managing a fast growing team within a highly successful firm.  

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