Private Wealth Management Firm jobs in Passed CFA Level II
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Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.
Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
Use a total wealth approach in providing customized strategies that are designed to ensure our clients accumulate, preserve and protect their wealth.
Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.
Role focuses on non-traditional investment manager research to source, develop & maintain approved list across a broad range of alternative strategies
Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.
Equity Analyst position available at a growing Louisville-based, Large Cap Core Equity and Long/Short Equity firm.
The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.
Work in DB Wealth EM Structured Products and FX teams for providing termsheet, pricing, trade booking & analytics. Trade support experience preferred.