T
Wealth Manager - PMS Advisory
T
Wealth Manager - PMS Advisory
turtle wealth management private limited- Posted 16 hours ago
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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.
More Info
Key Skills
Quant Investing
Portfolio Advisory Services
