GA Capital Management - Wealth Manager - Sales (7-9 yrs)

Wealth Manager - Sales

Job Description:

Who we are?

- GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator 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 tech 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.

- GA Wealth Management Private Limited is the result of our extensive experience as Corporate and Management Consultants, where we have consistently provided growth solutions to medium and small enterprises.

- We have successfully supported businesses in raising capital, navigating public market listings, and optimizing their financial structures.

As anchor investors, we have excelled in key areas such as:

- Fund Raising.

- Capital Restructuring.

- Private Equity.

- Investment Banking.

- IPO Listings.

- Building on this expertise, GA Wealth Management Private Limited was established in mid 2024 to extend these capabilities to a broader client base, offering comprehensive wealth management solutions.

Who are we looking for?

- GA Wealth Management is 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.

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.

- Preferably Certified Financial Planner, or relevant certification of Investment & wealth management.

- Should be 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.

Our Offer:

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.