Wealth Management Private Wealth Management Firm jobs in Passed CFA Level II

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Found 3 jobs

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

  • Portfolio Manager - Wealth Management

    • Bloomington, Illinois
    • 105k-135k+ determined by experience; competitive benefits with a defined benefit pension plan
    • COUNTRY Financial

    COUNTRY Financial is seeking an experienced Portfolio Manager to join the Wealth Management team in our Bloomington, IL home offices.

  • 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.