Wealth Manager

3 weeks ago

Hyderabad, India GA Capital Management Full time

Who we are?


GA Wealth Management is a wealth management company, part of GA Group of companies, headquartered in Hyderabad, with footprints across metro cities and in tier 2 locations in India. We create long term value to our clients and communities in the form of wealth creation through equity investments. Our vision is to be the first globally preferred financial partner for every financial need and our mission is to enable our stakeholders - Internal customers, clients, partners, investors to choose the best from the wide range of financial products and solutions.


What We Do:


  1. We find companies that are seeking investments in primary and secondary markets.
  2. We scrupulously audit, evaluate and get the valuation done through a SEBI registered equity valuer and take the business proposal forward if it is worthwhile for investors.
  3. Unlike other players in the market, we associate with our corporates with an MOU for fundraising and a room in BOD, supervising the fund utilization and finalizing on the exit strategy.
  4. Our exit strategy comprises of Fund Placement / Buy-Out of portfolio / IPO.


Who are we Looking For?


We are seeking a dynamic experienced Wealth Manager to join our esteemed Wealth team at GA Wealth Management. As a wealth manager, you will guide and support our clients in achieving their financial objectives. Which include developing personalized financial plans, managing portfolios and managing financial instruments for investment & risk management. As Wealth Manager you will offer personalized, customized financial solutions & create long-lasting relationships with clients while contributing to our mission of helping individuals achieve their financial & economic aspirations. We offer a competitive compensation package, an attractive variable structure, comprehensive health benefits and a collaborative work environment.


Roles & Responsibilities:


  • Developing personalized financial Solutions & investment strategies aligned with client's objectives and risk profiles.
  • Creating strong Investment relationships with clients by understanding their financial goals, risk tolerance and investment preferences.
  • Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments & investment solutions.
  • Monitoring and reviewing investment portfolios regularly & changing strategies as per market conditions and clients' changing preferences.
  • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
  • Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
  • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
  • Familiar with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.
  • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
  • Participate in industry conferences and seminars to expand knowledge and network with potential clients.


Eligibility Criteria:


  • Master’s degree in 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.

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