Wealth Manager

3 days ago


Surat, Gujarat, India Turtle Wealth Management Private Limited Full time

Wealth Manager – PMS Advisory

We are looking for individual who are looking forward to make value in UHNI Wealth by Turtle Wealth Quant Investing Process.

KRA:

To Handle UHNI Portfolio & Relations

To Track there Returns and give than Services.

To Pitch Portfolio Advisory Services to New Leads.

To Give Presentation of Portfolio Advisory Services to Prospect Clients

To be Open to Travel

Education & Experience: MBA/CA/CFA + 1 Year of Experience.

Salary: Starts with 6 Lac + Incentive.


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