Wealth Management Passed CFA Level I jobs in Bachelors

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Found 3 jobs for open / negotiable

  • Wealth Relationship Manager

    • Mumbai
    • 10 to 25 lacs commensurate with experience
    • IndiaNivesh Securities Limited

    The role will be responsible for acquiring HNI clients and should have a prior experience of working in a Broking//wealth management set up.

    Top job

  • Financial Planner Investment Advisor

    • Karnataka (IN)
    • As per the candidate's performance
    • Mymoneysage

    You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of Mymoneysage....

    Top job

  • Wealth Management Analyst/Advisor

    • Bangalore City, Bangalore (IN)
    • Compensation Negotiable + Equity Participation
    • FinFirst Capital Advisors Private Limited

    Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.

    Top job

  • Trust Investment Officer

    • Sioux Falls, South Dakota
    • Commensurate with experience with full benefit package
    • Dorsey & Whitney Trust Company LLC

    Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.

  • Portfolio Assistant

    • Colombo (LK)
    • Salary - Negotiable
    • JB FINANCE PVT LTD

    - Analyzing and identifying potential investment opportunities and implementing investment decisions - Monitoring daily cash flows and settlements ...

  • Portfolio Manager

    • Calgary, Alberta
    • Attractive payout, higher than industry standard
    • RT Mosaic Wealth Management Ltd.

    We are searching for a self-motivated advisor looking to build and maintain client relationships by providing an unbiased wealth management experience

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