Management Trainee – Private Client Group (Freshers CA)

Tipsons Group; Ahmedabad District; In loco; INR 300.000 - 540.000; Tempo pieno

Descrizione del lavoro

Tipsons Group in Ahmedabad is seeking a Management Trainee for its Private Client Group (PCG) to accelerate a high-growth career in wealth management. Fresh CA graduates will work with senior wealth professionals to build client relationships and gain fluency in markets and investment advisory.

You will engage with HNI clients and business families, learn capital markets, wealth planning, and business development, and receive structured exposure across Wealth Management and Capital Markets, with

Competenze

• Freshly Qualified Chartered Accountants (CA Freshers).
• Candidates with strong communication and interpersonal skills.
• Individuals who are ambitious, confident and relationship-oriented.
• Candidates interested in finance, markets and client-facing roles.
• People who want to build a career in Wealth Management / Private Banking / Investment Advisory.

Mansioni

• Interact with HNI clients, entrepreneurs and business families.
• Support senior relationship managers in client engagement.
• Build strong professional networking and communication skills.
• Participate in business development and client acquisition initiatives.
• Understand financial markets, investment products and wealth solutions.

Conoscenze

Communication skills

Interpersonal skills

Ambitious

Relationship building

Formazione

CA Freshers

Descrizione del lavoro

Job Title: Management Trainee – Private Client Group (Freshers CA)

Ahmedabad | Tipsons Group

About Tipsons Group

With over 30 years of legacy in Capital Markets, Wealth Management, Broking, Investment Banking, and Family Office services, Tipsons Group has built a strong reputation for trust, relationships, and financial expertise.

At Tipsons, we don’t just offer jobs — we build future leaders in wealth and financial advisory.

Are you a freshly qualified CA looking to build a high-growth career beyond traditional accounting and audit roles?

Do you enjoy interacting with people, understanding businesses, markets, investments and creating meaningful client relationships?

If yes, this opportunity can fast-track your journey into the exciting world of Private Client & Wealth Management.

Role: Business Development Manager – Private Client Group (PCG)

As part of our Private Client Group, you will work closely with senior leadership and experienced wealth professionals to understand the world of:

• HNI & Business Family Relationship Management
• Capital Markets
• Wealth Planning
• Client Acquisition & Business Development

This role is ideal for candidates who want exposure to both finance and relationship-driven business growth.

What You’ll Do

Client Relationship & Business Development

• Interact with HNI clients, entrepreneurs and business families
• Support senior relationship managers in client engagement
• Build strong professional networking and communication skills
• Participate in business development and client acquisition initiatives

Financial & Investment Understanding

• Understand financial markets, investment products and wealth solutions
• Assist in portfolio reviews and client servicing
• Learn how investment advisory and wealth planning works in real business scenarios

Market Exposure

• Stay updated on market trends and financial developments
• Attend client meetings, events and networking forums
• Gain exposure to real-world financial decision-making

Learning & Growth

• Work directly with experienced leadership teams
• Receive structured exposure across Wealth Management and Capital Markets
• Build a strong foundation for long-term career growth in financial services

Who Should Apply?

We are looking for:

• Freshly Qualified Chartered Accountants (CA Freshers)
• Candidates with strong communication and interpersonal skills
• Individuals who are ambitious, confident and relationship-oriented
• Candidates interested in finance, markets and client-facing roles
• People who want to build a career in Wealth Management / Private Banking / Investment Advisory

What Makes This Role Exciting?

• Opportunity to work with HNI & business families
• Exposure to real financial markets and investment advisory
• Fast-paced learning environment with leadership visibility
• Dynamic role beyond conventional CA profiles
• Strong growth opportunities in Wealth & Capital Markets
• Merit-driven culture with performance recognition

Why Join Tipsons Group ?

30+ years of market credibility

Strong mentorship and leadership support

Entrepreneurial and growth-oriented culture

Opportunity to build a powerful professional network

Career path into Wealth Management, PCG & Family Office ecosystem

If you are ready to build a career where finance meets relationships, strategy and growth — we would love to hear from you.