GA Capital Management
9 hours ago
Wealth Manager - Sales
Job Description:
Who we are?
- GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry.
- We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs),Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.
- Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals.
- Our platform empowers clients to take control of their wealth creation journey and build lasting financial success.
- GA Wealth Management Private Limited is the result of our extensive experience as Corporate and Management Consultants, where we have consistently provided growth solutions to medium and small enterprises.
- We have successfully supported businesses in raising capital, navigating public market listings, and optimizing their financial structures.
As anchor investors, we have excelled in key areas such as:
- Fund Raising.
- Capital Restructuring.
- Private Equity.
- Investment Banking.
- IPO Listings.
- Building on this expertise, GA Wealth Management Private Limited was established in mid 2024 to extend these capabilities to a broader client base, offering comprehensive wealth management solutions.
Who are we looking for?
- GA Wealth Management is seeking an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team.
- In this role, you will play a pivotal part in guiding and supporting our clients to achieve their financial aspirations.
- This includes developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management.
- We are looking for a driven individual who excels in offering tailored, customized financial solutions, building lasting client relationships, and driving business growth.
- And passionate in Sales and Business Development.
Eligibility Criteria:
- Master's degree in marketing & finance, business administration or a related field.
- 7+ years of experience as a wealth manager in banks or in reputed financial services.
- Preferably Certified Financial Planner, or relevant certification of Investment & wealth management.
- Should be self-starter with an existing client book.
- Proven track record of achieving sales targets and building a successful client portfolio.
- Knowledge of developing and implementing financial plans and managing investments.
- Understanding of financial markets, investment products, and wealth management principles.
- Excellent communication & interpersonal skills to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
Our Offer:
At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that fosters growth and success.
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