Relationship Management jobs in Passed CFA Level II

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Found 4 jobs

  • 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.

  • 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.

  • Financial Counsellors

    • Bangalore (Locality), Karnataka (IN)
    • As per industry standards
    • Betterment ConsumerTech Pvt Ltd

    At Prosperfit, everything that we undertake is aimed at making individuals financially savvy and equipped to live happier, more fulfilled lives.

  • 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.