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Wealth Manager - PMS Advisory

Wealth Manager - PMS Advisory

turtle wealth management private limited
1-3 Years
Not Disclosed
  • Posted 16 hours ago
  • Be among the first 10 applicants

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.

More Info

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Key Skills

Quant Investing

Portfolio Advisory Services