FP&A Wealth

4 weeks ago


New Delhi, India The Edge Partnership - The Edge in Asia Full time

Our client is a global banking firm which provides industry-focused services for clients across geographies. We are currently looking for a seasoned candidate to head their FP&A team for Wealth & Retail Banking in Bangalore / Chennai.Some of the key responsibilities will include:- Lead end-to-end FP&A activities including planning, forecasting, and performance tracking across WRB markets. - Collaborate closely with Country Business Heads, CFOs, and Group stakeholders to deliver actionable insights and steer strategic decisions. - Deliver standardized, insightful MI and drive deep-dive analytics to support sustainable business growth. - Implement industry best practices for efficiency, accuracy, and control across all FP&A processes. - Build and lead a high-performing, future-ready finance team with a strong focus on capability development and employee engagement.To be eligible for this role you will require:- MBA, CA, CFA, or ACCA with a minimum of 12 years’ post-qualification experience in Financial Planning & Analytics within the banking or financial services sector. - Ability to align financial insights with business strategy and influence decision-making at senior levels. - Proven experience in managing and motivating cross-functional finance teams across geographies. - High proficiency in data interpretation, scenario analysis, and driving actionable outcomes. - Excellent communication and relationship-building skills to effectively partner with senior business and finance leaders.Please contact Apoorva Sharma or email your cv directly in word format with job reference number: JOB-14935 to Apoorva@theedgepartnership.com.Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.


  • Wealth Manager

    2 weeks ago


    New Delhi, India MetaMorph Full time

    Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Crand above investable surplus  Financial Planning (FP) and Portfolio Services  Execution of transactions post FP and on periodical basis  ManagePrivate Wealth, PMS and AIF fund related queries ...

  • Wealth Manager

    7 days ago


    New Delhi, India MetaMorph Full time

    Job Responsibilities__________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure...


  • New Delhi, India Fi Full time

    Fi Money is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment...


  • New Delhi, India Fi Full time

    Fi Money is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment...


  • New Delhi, India Fi Full time

    Fi Money is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment...

  • Vice President

    3 weeks ago


    New Delhi, India TresVista Full time

    About the DepartmentCFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFO’s office at the client’s end. The delivery team comprises highly skilled...

  • Vice President

    3 weeks ago


    New Delhi, India TresVista Full time

    About the Department CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFO’s office at the client’s end. The delivery team comprises highly skilled...

  • Financial Analyst

    2 weeks ago


    New Delhi, India Amura Health Full time

    Job DescriptionAmura’s Vision We believe that the most under-appreciated route to releasing untapped human potential is to build a healthier body, and through which a better brain. This allows us to do more of everything that is important to each one of us. Billions of healthier brains, sitting in healthier bodies, can take up more complex problems that...