Relationship Management Passed CFA Level III (Charter Pending) jobs

Found 3 jobs

• 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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  • 4 days ago
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• VP &Sr. Portfolio Manager, Private Client Group

  • Cincinnati, Ohio
  • Salary, Bonus, and alternative compensation available
  • Fort Washington Investment Advisors

  Summary of Responsibilities:   Deliver high-touch wealth management services to new and existing clients.  Partner with Wealth Planners to build, e...

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  • Expiring today
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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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  • 34 days ago
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