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

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Found 2 jobs for open / negotiable

  • 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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    • 6 days ago
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  • Senior Relationship Manager

    • Bangalore
    • Act as a first point of contact for all the queries related to the HNI Clients.
    • 4Thoughts Finance

    Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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    • 8 days ago
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