Strategic Financial Strategist
4 hours ago
GA Wealth Management Private Limited is a forward-thinking financial services company with a vision to become a leading aggregator in the industry. Established in mid-2024, 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.
We empower clients to take control of their wealth creation journey and build lasting financial success through our advanced tech platform. Our extensive experience as Corporate and Management Consultants has allowed us to consistently provide growth solutions to medium and small enterprises, successfully supporting businesses in raising capital, navigating public market listings, and optimizing their financial structures.
Our Expertise- Fund Raising
- Capital Restructuring
- Private Equity
- Investment Banking
- IPO Listings
We are 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. As a Strategic Financial Strategist, 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- Masters 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
- 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
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. The estimated salary for this role is ₹1,200,000 - ₹1,800,000 per annum, depending on experience.
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