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

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Found 5 jobs for open / negotiable

  • Product Specialist

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

    Responsible for product evaluation, preparing presentation, product notes, sharing portfolio updates with clients, handling a team.

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    • 9 days ago
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  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    The role would involve business development activities targeting specific segment of High Networth Investors like Doctors, CXO’s, lawyers, export c...

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    • 18 days ago
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  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners LLP

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

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    • 22 days ago
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  • REGISTERED INVESTMENT ADVISOR

    • Mechanicsburg, Pennsylvania
    • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
    • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

    Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

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    • 24 days ago
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  • Lead Specialist - Investments

    • Gurgaon, Haryana
    • Negotiable
    • Mercer Consulting (India)

    Required candidate to lead end-to-end investements operations and ensure the seamless delivery of reports/projects.CFA Level III (Result awaited)

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    • Expiring today
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