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

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Found 4 jobs for open / negotiable

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Acquire and manage relationships, client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

  • Business Development

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

    Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

  • Portfolio Construction Analyst

    • Atlanta, Georgia
    • Competitive base salary plus bonus and comprehensive benefits package
    • www.diversifiedtrust.com

    Diversified Trust is seeking an experienced professional to oversee portfolio analytics, risk management and asset allocation models for our firm.

  • Investment Analyst

    • Bethesda, Maryland (US)
    • Competitive salary and benefits package
    • Trumbower Financial Advisors, LLC

    Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!