Relationship Management jobs in Passed CFA Level I

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Found 7 jobs

  • State Street - Business Analyst - Global Advisors OCIO Business

    • Bangalore (Locality), Karnataka (IN)
    • Upto 18 lpa+ Variables
    • State Street Services India Pvt Ltd

    As a Business Analyst within State Street Global Advisors OCIO Business, you will be responsible for building and delivering outstanding client ser...

    Top job

  • Wealth Investment Portfolio Manager

    • Annapolis, Maryland (US)
    • Base + annual bonus (and possibly equity DOE)
    • BB&T Wealth

    Manage the investment portfolio of assigned accounts.  Support the investment sales efforts of the local Wealth team.

  • Associate Client Portfolio Manager

    • Calgary (City), Alberta (CA)
    • Based on experience
    • Klopp Richards & Associates

    Our client is looking for someone who provides the highest level of client care, is passionate about relationship building, and is experienced in p...

  • Wealth Investment Portfolio Manager

    • Lexington, Kentucky (US)
    • Base + annual bonus (and possibly equity DOE)
    • BB&T Wealth

    Manage the investment portfolio of assigned accounts.  Support the investment sales efforts of the local Wealth team.

  • VP Client Services

    • Washington D.C.
    • Competitive Salary with full benefits
    • Management CV

    We are seeking a high energy professional to be our primary liaison with existing institutional clients.   The job requires strong finance and orga...

  • Investment Analyst, Fixed Income

    • Midwest
    • Commensurate with experience.
    • BridgePoint Associates

    Terrific opportunity with a major university for an Investment Analyst, Fixed Income.

  • Product Specialist

    • Basel, Canton of Basel-Stadt (CH)
    • negotiable
    • UBS AG

    You’ll be working in the Onboarding and Lifecycle Management team of UBS Fund Management Services in Switzerland.

  • Canadian Investment Counselor (2018-7622)

    • Camas, Washington State (US)
    • Competitive pay, benefits, and 401k match
    • Fisher Investments

    Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments has an opportunity for you!

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