Private Wealth Management Firm Passed CFA Level III (Charter Pending) jobs in Masters

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Found 2 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...

  • 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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