Relationship Management CFA Charterholder Full Time jobs

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Found 3 jobs

  • Wealth Advisor, Portfolio Manager

    • Cincinnati, Ohio
    • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
    • Bartlett Wealth Management

    An investment focused role responsible for maintaining existing relationships with HNW clients, by providing investment and wealth management services

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    • 2 days ago
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  • 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.

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    • 10 days ago
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  • Senior Trust Investment Officer

    • Lexington, Kentucky
    • Salary based upon experience ($136,078.20 - $170,097.75)
    • Central Bank & Trust

    Sets and maintains department’s investment philosophy and strategy while managing and communicating same to clients and staff.

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    • 40 days ago
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