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Job Title


Wealth Manager - PMS Advisory


Company : Turtle Wealth Management Private Limited


Location : Surat, Gujarat


Created : 2025-12-18


Job Type : Full Time


Job Description

Wealth Manager – PMS AdvisoryWe 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 TravelEducation & Experience: MBA/CA/CFA + 1 Year of Experience.Salary: Starts with 6 Lac + Incentive.