Wealth Management Passed CFA Level II Full Time jobs

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Found 6 jobs

  • Investment Advisor

    • Nehru Place, Delhi (IN)
    • Negotiable. Depends on the quality.
    • Truemind Capital Services

    Wealth Managers/Research Analysts and Investment Advisory Enthusiasts who want to be true fiduciaries to their clients are welcome in Truemind, a S...

  • Portfolio Manager/Trader

    • Orange County, California
    • Competitive salary, dependent upon experience with bonus + generous benefits.
    • Confidential

    Overview The firm seeks to add an investment professional with at least three years of individual taxable and tax-deferred portfolio management/tra...

  • Relationship Manager

    • Worli, Mumbai
    • Negotiable
    • Sicomoro Advisors Private Limited

    Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client.  Client Management – Ensuring high level of ...

  • Ideation - Equities/Fixed Income

    • Worli, Konkan (IN)
    • Negotiable
    • Sicomoro Advisors Private Limited

    Part of team involved in generating investment ideas to meet the clients financial goals   Contribute to and prepare investment proposals for clie...

  • Service RM & Operations

    • Bangalore City, Bangalore (IN)
    • Up to $20,000 per year including benefits
    • 4Thoughts Finance

    Role: Service RM & Operations Description: The Candidate should have a strong communication and interpersonal skills and the ability to build and m...

  • Sr. Investment Advisor and Product Curation

    • Bangalore City, Bangalore (IN)
    • Upto $25,000 per year (open and negotiable)
    • 4Thoughts Finance

        About the Company   4thoughtsfinance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office o...

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