Wealth Manager

Core Responsibilities:

• Develop and maintain strong relationships with clients, understanding their financial needs and goals.
• Identify and acquire new clients through networking, referrals, and business development activities.
• Analyze clients’ financial status, risk tolerance, and investment preferences.
• Stay updated on financial markets, investment products, and economic trends.
• Ensure all advisory services and client interactions comply with applicable laws, regulations, and company policies.
• Work closely with other team members to deliver seamless client experiences.
• Share insights with clients and suggest adjustments to strategies as needed.

Knowledge and Skills Required:

• Proven experience in wealth management, financial advisory, or related fields.
• Strong understanding of financial products, investment strategies, and market trends.
• Excellent interpersonal and communication skills.
• Strong problem-solving skills and attention to detail.

📍 Location: Surat

📩 Send your resume to hr@turtlewealth.in or apply now to join our team.

📱 +919510569934

Let’s build success together!