Private Wealth Management Firm Passed CFA Level III (Charter Pending) Full Time jobs

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Found 5 Corporate jobs

  • Investment Advisor

    • Nehru Place, Delhi (IN)
    • Negotiable. Depends on the quality.
    • Truemind Capital Services

    Wealth Managers/Research Analysts and Investment Advisory Enthusiasts who want to be true fiduciaries to their clients are welcome in Truemind, a S...

  • Relationship Manager

    • Worli, Mumbai
    • Negotiable
    • Sicomoro Advisors Private Limited

    Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client.  Client Management – Ensuring high level of ...

  • Ideation - Equities/Fixed Income

    • Worli, Konkan (IN)
    • Negotiable
    • Sicomoro Advisors Private Limited

    Part of team involved in generating investment ideas to meet the clients financial goals   Contribute to and prepare investment proposals for clie...

  • Senior/ Chief Investment Manager -Family Office

    • Bangalore (Locality), Karnataka (IN)
    • Upto INR 32 LPA
    • Muthoot Finance Ltd

    Job Description: Check and evaluate the present asset allocation of family investments; make proposal for future allocation. Set up a two-member ...

  • Portfolio Manager

    • El Paso, Texas
    • Remuneration will be commensurate with the standing of the role.
    • WestStar Wealth Management

    Client-facing, hands-on fiduciary portfolio management encompassing strategic & tactical asset allocation, manager search, selection & due diligence.

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