Wealth Management Private Wealth Management Firm Passed CFA Level III (Charter Pending) Full Time jobs in Masters
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Found 1 Corporate job for open / negotiable
Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.
Head – PW Products & Investment Advisory
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.