Management Trainee – Private Client Group (Freshers CA) …, Surat

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 solid reputation for trust, relationships, and financial expertise.

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

Kickstart Your Career in Wealth Management

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
- Investment Advisory
- Capital Markets
- Wealth Planning
- Client Acquisition & Business Development
- Portfolio Understanding

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
- Energetic 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. Apply on Kit Job: kitjob.in/job/4m5xff