Financial Strategist
24 hours ago
Company Overview
GA Capital Management Private Limited is a dynamic company with a strong presence in the financial services industry. We offer 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 our clients to take control of their wealth creation journey and build lasting financial success through our advanced tech platform.
Salary
The estimated annual salary for this role is ₹25 lakhs.
Job Description
Award-winning Wealth Managers with an entrepreneurial mindset and passion for sales and business development are sought after by GA Capital Management 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, developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management.
Required Skills and Qualifications
To excel in this position, you must possess:
- A 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.
- An existing client book and 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.
Benefits
At GA Capital Management, we offer a competitive compensation package, attractive variable structure, comprehensive health benefits, and a collaborative environment that fosters growth and success.
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