Wealth Manager - PMS Advisory
Turtle Wealth Management Private Limited
1 - 3 years
Surat
Posted: 20/12/2025
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Job Description
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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