Wealth Management jobs in Passed CFA Level III (Charter Pending)

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Found 9 Corporate jobs

  • Investment Counsellor - Trilingual (English, Cantonese, Mandarin)

    • Vancouver, British Columbia (CA)
    • Open to discussion
    • HSBC

    HSBC is seeking a trilingual Investment Counsellor who is experienced with client relationship management and sales to drive growth.

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    • 10 days ago
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  • Quant Analyst

    • Navi Mumbai
    • Up to to 12 LPA + Insurance + Bonus
    • Morningstar India

    1 to 6 years of investment/quant research experience on quant finance, mutual fund analysis, asset allocation, and/or portfolio construction.

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    • 22 days ago
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  • Product Specialist

    • Mumbai
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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    • 37 days ago
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  • Quant Analyst

    • Navi Mumbai
    • Up to to 12 LPA + Insurance + Bonus
    • Morningstar India

    1 to 6 years of investment/quant research experience on quant finance, mutual fund analysis, asset allocation, and/or portfolio construction.

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    • 22 days ago
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  • Quantitiative Research Analyst

    • Bangalore City, Bangalore (IN)
    • Competitive with market salaries with ESOP
    • FinScience Technologies Pvt. Ltd.

    Prosperly is hiring a quantitative research analyst with 2-4 years of experience for an exciting, innovative role which will impact millions of users

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    • 25 days ago
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  • Product Specialist

    • Mumbai
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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    • 37 days ago
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  • Senior Relationship Manager

    • Bangalore
    • Act as a first point of contact for all the queries related to the HNI Clients.
    • 4Thoughts Finance

    Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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    • 39 days ago
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  • Director of Research and Fund Due Diligence

    • Cleveland, Ohio
    • Commensurate with experience, includes healthcare, care stipend, and other benefits
    • GLASfunds LLC

    Lead the effort in conducting due diligence and approving alternative investment managers for investment alongside client education and marketing.

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    • 40 days ago
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  • VP of Investment Platform

    • Lake Saint Louis, Missouri
    • Compensation package depends on experience and ability to perform all the above tasks.
    • First Heartland

    VP of Investment Platform will work to develop and promote proprietary models. VP will also be a resource to Investment Advisor Representatives.

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    • 22 days ago
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  • Management Associate: Portfolio Management

    • Philadelphia, Pennsylvania
    • Full benefits, generous 401k plan, you are eligible day 1!
    • Glenmede Trust Company, N.A.

    The role is an integral component of the relationship team and will learn the application of holistic, goals-based wealth and investment management.

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    • 6 days left
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  • Analyst

    • Mumbai, Konkan (IN)
    • At par with market for domestic investment banking peers.
    • Tristone Strategic Partners LLP

    Job Description for Analyst at Tristone Strategic Partners LLP Tristone Strategic Partners LLP provides business and financial advisory services to...

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    • 6 days left
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  • Global Analyst-Infrastructure

    • Chicago, Illinois
    • Salary Commensurate with Experience and Industry Standard
    • Duff & Phelps Investment Management Company

    Work with Sr PM, participate as a research analyst, take ownership of a primary coverage list & actively contribute to the overall investment process.

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    • 4 days left
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