Wealth Manager

Who are we Looking ForGA 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
Masters 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.