Risk management insurance jobs in New York, NYCreate job alerts
- Winning Technologies llc
Project Manager2 months ago$55–$60 hourlyFull-timeManhattan, New Yorkthis is a C2C position. please send your resume Hybrid in New York, NY- Contract Clients: KPMG Qualification: 4-6 Years of experience with Data Visualization Program/Project Management Trade operations, lifecycle, & Surveillance Strong project / program managementskills Knowledge of capital markets and trade life cycle Strong data visualization, reporting dashboard development skills Knowledge of trade surveillance risk assessments
Easy apply - Holee
Investment Specialist15 days ago$180000 yearlyFull-timeManhattan, New YorkAbout our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Immediate start!No experienceEasy apply
