Senior Financial Strategist

4 weeks ago


Hyderabad, Telangana, India GA Capital Management Full time
Job Description

Award-winning Wealth Manager sought for esteemed Wealth team.

Company Overview

GA Wealth Management is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. Our comprehensive platform provides tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.

Salary & Benefits

A competitive compensation package, attractive variable structure, comprehensive health benefits, and a collaborative environment that fosters growth and success are offered.

Key Responsibilities
  • Develop personalized financial strategies for clients.
  • Manage investment portfolios and utilize financial instruments for both investment growth and risk management.
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.
  • Certified Financial Planner or relevant certification of Investment & wealth management preferred.
  • Self-starter with an existing client book.
  • Proven track record of achieving sales targets and building a successful client portfolio.
Requirements
  • 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.
Salary Estimate: $120,000 - $150,000 per year

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