Wealth Manager
4 weeks ago
About GA Capital Management
GA Capital Management Pvt Ltd is a leading wealth management company that provides personalized financial solutions to its clients. Our team of experienced professionals works closely with clients to understand their financial goals and risk profiles, and develops customized investment strategies to help them achieve their objectives.
Key Responsibilities
- Develop and implement financial plans for clients, taking into account their investment goals, risk tolerance, and time horizon.
- Manage and monitor client portfolios, making adjustments as needed to ensure alignment with their investment objectives.
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
- Stay up-to-date with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients.
Requirements
- 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.
- Self-starter with an existing client book and a proven track record of achieving sales targets and building a successful client portfolio.
- 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
- Competitive compensation package, attractive variable structure, comprehensive health benefits, and a collaborative work environment.
- Opportunities for professional growth and development in a dynamic and fast-paced industry.
- A chance to work with a talented team of professionals who are passionate about delivering exceptional client service and achieving outstanding results.
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