Wealth Management Commercial Bank, Credit Union, Private Bank, Savings & Loan, jobs in Passed CFA Level III (Charter Pending)

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Found 2 jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

    New

  • Wealth Investment Portfolio Manager

    • Lexington, Kentucky (US)
    • Base pay + Annual Bonus
    • BB&T Wealth

    Manage the investment portfolio of assigned accounts.  Support the investment sales efforts of BB&T Wealth by acquiring new investment management b...