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Found 43 jobs

  • Analyst

    • Mumbai, Konkan (IN)
    • As Per Industry Standard
    • AGP

     Getting involved with investment policy statements, asset allocation, execution and monitoring of client assets  Intensive due diligence across ...

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    • 45 days ago
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  • Data Scientist

    • Bangalore City, Bangalore (IN)
    • Negotiable
    • IIFL Investment Managers

    Job Role: Help create prediction tools, automatic recommendation and scoring engines that will help investors monitor, review and act on their inv...

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    • 2 days left
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  • Wealth Manager – HNI Acquisition

    • Hyderabad, Andhra Pradesh (IN), kolkata,Bangalore,Delhi
    • As per company norms
    • Finoptions institute of financial studies Pvt Ltd

    Hello Job seekers, Current Opening for our Client: Employment Type: Full-time Location: Hyderabad,Kolkata,Chennai,Bangalore Job Role: Wealth Man...

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    • 46 days ago
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  • Manager, Investment Advisory

    • Hong Kong, Hong Kong
    • Competitive
    • Dah Sing Financial Group

    Reporting to Team Head, Investment Advisory, you will be responsible for providing investment advice and recommendations in relation to local & for...

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    New

  • Senior Relationship Manager/Relationship Manager - Hang Seng Bank (HK)

    • Hong Kong, Hong Kong
    • Competitive
    • Hang Seng Bank Limited

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our eff...

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    New

  • Closely Held Business Manager

    • Pittsburgh, USA
    • Competitive
    • BNY Mellon Investment Management

    The incumbent is responsible for the process of reviewing and valuing of approximately 300-400 closely-held business interests LLC and limited part...

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    New

  • 私人银行家 Private Banker(东区-江浙沪地区）

    • Shanghai, China
    • 有竞争力的固定薪资+佣金+季度奖金+存续服务费
    • CreditEase

    岗位职责： 1. 负责开发拓展客户资源，对高端私人客户的维护，满足客户的理财需求，为客户制订资产配置方案并向客户提供投资建议； 2、针对公司各类理财产品(国内外保险类，PE/VC类，并购类，固收类，信托类，债券类，公募/私募基金类，海外置地，海外移民，海外基金/债券类等)进行跟客户与产品匹配，...

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    • 1 day ago
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    New

  • Deputy Branch Manager

    • Shanghai, China
    • 25k plus commission
    • CreditEase

    工作内容： ： 1. 根据公司的战略和销售计划，形成相应的销售策略，并确保有效执行,完成公司制定的 销售计划，达成团队业绩； 2. 负责推动各理财经理对理财顾问的招募与甄选、辅导与管理； 3. 负责管理团队理财顾问的业务活动，并提供专业的辅导与训练； 4. 协调、管理团队成员间的良性竞争； 5...

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    • 1 day ago
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    New

  • Investment & Portfolio Analyst

    • Dublin, Ireland
    • Excellent base + bonus + incentives
    • Paragon Executive

    Responsibilities: Construction of client portfolios across all asset classes - equities, fixed income, funds, cash. Maintaining watch lists of equi...

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    • 1 day ago
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    New

  • Investment Manager

    • Dublin, Ireland
    • 80k + Benefits
    • Capital Markets Executive Search

    PrimaryResponsibilities Create bespoke investment portfolios taking into account personal objectives and individual financial personalities. Excell...

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    • 1 day ago
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    New

  • Wealth Management Associate

    • New York, USA
    • Competitive
    • Morgan Stanley USA

    POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, an...

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    • 2 days ago
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  • Data & Reporting Specialist, Wealth Management

    • Sydney, Australia
    • Competitive
    • Morgan Stanley

    POSITION SUMMARY/OVERALL PURPOSE OF THE JOB Morgan Stanley is a global financial services firm and a market leader in investment banking, securitie...

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    • 2 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Sheffield, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 2 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Manchester, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 2 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Bournemouth, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 2 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Edinburgh, United Kingdom
    • £60k - £90 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 2 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Southampton, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 2 days ago
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  • FINANCIAL PLANNING ASSOCIATE

    • New York, USA
    • Salary + Incentive based on experience and Industry Standards
    • Altfest

    Duties and Responsibilities Client Account Administration : Handle trading and portfolio reporting. Work with clients and their custodians to open ...

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    • 2 days ago
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  • CPB Head of Sustainable Investing

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Other Location: United States,Connecticut,Stamford Education: Bachelor's Degree Job Function...

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    • 3 days ago
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  • TMP Portfolio Manager III

    • Boston, USA
    • Competitive
    • BNY Mellon Investment Management

    This position is responsible for developing, monitoring and implementing portfolio strategies for Tax Exempt Fixed Income portfolios. Evaluate port...

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    • 4 days ago
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  • Portfolio Advisory, Multi Asset, Private Bank, 1.2Mil+

    • Hong Kong, Hong Kong
    • bonus
    • Randstad Hong Kong

    about the company. A leading international Private Bank is seeking a Portfolio Solution Specialist , Multi-Asset. You will be direct report to the ...

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    • 6 days ago
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  • Relationship Manager Employee Banking with Focus on Investment Advice

    • Zurich, Switzerland
    • Competitive
    • Bank Julius Bär & Co. Ltd

    Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in ...

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    • 6 days ago
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  • Investment Analyst / Private Clients (Guernsey)

    • St Peter Port, United Kingdom
    • To £40k depending upon skills and experience
    • Citifocus

    The role will entail undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and i...

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    • 7 days ago
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