Wealth Management Passed CFA Level I jobs in Full Time
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Found 1 Corporate, New York job
The role will be responsible for acquiring HNI clients and should have a prior experience of working in a Broking//wealth management set up.
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
Content Strategist (Personal Finance) The Ideal candidate should be good in writing personal finance content from scratch including proof reading a...
Division: Asset Management/Trust Department: Berkshire Wealth Management ...