Strategic Financial Consultant
1 day ago
Company Overview
Growth-oriented private equity firm GA Capital Management Private Limited is a forward-thinking company with an ambitious vision, aiming to become a leading player 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 technology 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.
G.A Capital Management Private Limited was established by anchor investors who have extensive experience as corporate and management consultants, where they consistently provided growth solutions to medium and small enterprises. They have successfully supported businesses in raising capital, navigating public market listings, and optimizing their financial structures.
As anchor investors, they have excelled in key areas such as:
• Fund Raising
• Capital Restructuring
• Private Equity
• Investment Banking
• IPO Listings
Building on this expertise, G.A Capital Management Private Limited was established to extend these capabilities to a broader client base, offering comprehensive wealth management solutions.
About the Role
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. 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.
Key Responsibilities
• Develop and implement comprehensive financial plans for clients
• Manage investment portfolios and utilize financial instruments for growth and risk management
• Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions
• Collaborate with cross-functional teams to deliver exceptional client experiences
Requirements
• 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
• 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
What We Offer
At G.A Capital 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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