Wealth Manager

JOB

ROLE

Wealth

DEPARTMENT

Sales

LOCATION

Hyderabad,

Who

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

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

• 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.

Our

ole & responsibilities

Preferred candidate profile

Perks and benefits