Wealth Management

Outbound Customer Service Assistant
REQUIRED: PST Wednesday thru Sunday 11AM-8PM. More hours available. Weekends are required. Holidays a plus! Must be available to start training immediately. Are you outgoing, a people person, very friendly on the phone, and enjoy helping people? Have customer service, telemarketing, call center, or cold calling experience, and love talking to people? We'd love to have you join our team! Looking for someone who is: *Very friendly and upbeat *Trustworthy *Honest *Reliable *Friendly phone manner *Very organized *Works well under…
Full Description of Outbound Customer Service Assistant
I Need An Investment Manager
Would you be able to handle an enormous investment/fundraising project? I am Jean-Claude Kofi, a business Consultant/Dynamic Vigor in the Financial Management Sector and Risk Evaluation based in Abidjan, Côte d'Ivoire. Actually, I've got an Eminent Investor who seeks to broaden his investment horizons with a capable entrepreneur and/or start-up expert who is capable of managing/investing enormous funds, Are you competent for this massive project? If yes, then revert back immediately you get this, so I can discuss more about…
Full Description of I need an investment manager
I Need A Freelance Tax Consultant Based In The Uk
We are a Dubai based advisory firm looking for UK based freelance tax advisors with experience around UK property tax, asset protection, wealth structuring and succession planning for high and ultra high net worth individuals. They would need to have knowledge on UAE regulations as well. *Payment terms flexible and to be discussed*
Full Description of I need a Freelance Tax Consultant based in…
Looking For Referral For Pension Fund In Mauritius
Designed for foreign individuals and corporates, an external pension scheme offers a number of benefits for a well-planned retirement. The scheme is tax-resident and is exempt from income taxation in Mauritius. You have the flexibility to transfer your benefits to another trust or foundation when leaving the scheme. Professional advice on investment, administration and management of the plan. Cost-efficient structures. Access to global investment platforms.
Full Description of Looking for Referral for pension fund in Mauritius
Best Financial Advisory Services In India | Righthorizons
RightHorizons is the best financial planning firm in India. We offer SEBI registered investment advisory services, PMS services, Wealth Management, and financial advisory services
Full Description of Best Financial advisory services in India | RightHorizons
Freelance Female Telecaller Required
We are into Wealth management based out of Mumbai. We are looking for female telecaller . Good in English speaking . Prior knowledge of investment product's is advantagem. Salary per month would be decided as per candidate and its work from home only. Training would be given for the profile.
Full Description of Freelance Female Telecaller Required
Research And Presentation On Indian Wealth Tech Sector
The project involves full market research on Indian and Wealth Tech Sector Scope: Market Size and opportunity Growth drivers of Wealthtech market Key Players and comparison - Robo-Advisors - Digital Brokerage - Market places - Portfolio Management - B2B Software Services Pricing / Revenue Models Major product and services Volumes and Profitability Unit economics of Wealthtech models Technology Providers and Enablers Valuations and recent deals
Full Description of Research and Presentation on Indian Wealth Tech Sector
Cover Letter
- Reporting directly to the Head of Digital Marketing - Responsible of the Online Acquisition Campaigns Initiative aimed at driving online leads down the sales funnel with the primary purpose of increasing revenues through lead generation and the cross-selling of Credit Suisse capabilities. - Between 2018 and 2021 the OAC I lead brought generated 898 M Net New Assets to the Bank. - Manage a yearly budget of circa CHF 1M - Proven experience in Online Channel marketing with specialization…
Full Description of Cover letter
Structured Product
Preparing Product Manual for Financial Structured Product (Fixed Income Coupon Bearing Bond) for Retail & Institutional Banking Clients.
Full Description of Structured Product
Help Build & Manage A Business Ig/facebook Account
Insurance & Wealth Management (Targeted at Expats & Chinese clients, therefore knowledge of both languages is preferable)
Full Description of Help build & manage a business IG/Facebook account
Write Blogs With Seo Keywords
We are looking for a seasoned blogger, who can write fiancé related blogs, especially India specific investments, personal wealth management, equity and finance markets, employee related topics. You will be researching and writing engrossing content for these blog posts. Please Quote for 10 blogs in a month together, don’t quote per blog.
Full Description of Write blogs with SEO keywords
Looking For Someone To Write A Report
The project is a 60 pages paper on 'Trends and challenges of portfolio risk diversification'. It is therefore a financial project over wealth management and banking. Thanks for your support !
Full Description of Looking for someone to write a report
© 2006 — 2026 hirelancer.com is an affiliate website, listing the freelance projects. We are collaborating with other sites like getFreelancer.com. Feel free to bid on any project and good luck! You will need register first, before bidding or posting projects. Basic memberhsip is always free. We might earn commissions from referring you. You will never ever pay additional fees for we referred you.