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

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Found 2 jobs

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 8Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

    Top job

  • 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.

    Top job

  • Financial Planner - Private Wealth

    • Mumbai, Konkan (IN), New Delhi
    • Negotiable
    • ASK Wealth Advisors

    Financial Planning/Analyst role for ASK Wealth Advisors with key responsibilities of portfolio monitoring & reviews for UHNI clients & supporting RMs

    Top job

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

  • Wealth Strategy Associate

    • Los Angeles, California
    • Competitive pay with substantial growth opportunity
    • UBS Financial Services - Los Angeles

    This wealth strategist role presents a unique growth opportunity. Work with a select clientele on a top producing team at UBS in LA.

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