High Net Worth Asset Specialist

Senior Fundraising SpecialistThis is a highly specialized role that requires exceptional fundraising skills, a strong ability to build relationships and persuade high net worth individuals to donate.The ideal candidate will have extensive experience in securing large donations and a proven track record of success in their previous roles.

We are seeking a skilled professional to join our team as a Private Wealth Manager. This role is instrumental in acquiring high net worth clients and building strong relationships with the bank.The ideal candidate will have a strong client base and a deep understanding of wealth management products. They will be responsible for selling investment and...

Job Description:The role of a wealth manager is to provide high net worth individuals with expert guidance on their financial portfolios.Key responsibilities include acquiring and managing clients, conducting client profiling to offer suitable investment products, analyzing client portfolios for performance and profitability, driving cross-selling efforts,...

Wealth Manager Position OverviewAs a seasoned Wealth Manager, you will be responsible for acquiring high net worth clients and nurturing relationships to generate assets under management (AUM). Your expertise in advising clients on investments and managing their overall financial portfolio will play a crucial role in deepening existing client...

About Neo GroupWe are a cutting-edge Wealth and Asset Management platform that serves High Net Worth Individuals, Ultra High Net Worth Individuals, and multi-family offices in India.Our company stands on three pillars: unbiased advisory, transparency, and cost-efficiency, offering comprehensive and trustworthy solutions to our clients.Founded by Nitin Jain,...

Hiring: Tax Professional Location: Ahmedabad Department: Taxation Designation: Senior Manager (7+ Years)Key Skills & Experience Required:Minimum 7 years of experience in tax management.Expertise in high net worth individual taxation.Strong knowledge in tax planning, compliance, and advisory services.Proficiency in direct and indirect tax laws.Strong...

Key Responsibilities:Maintain accurate and up-to-date records of asset data, including property information, lease agreements, and financial transactions.Organize, store, and retrieve asset documents, such as property deeds, lease agreements, and insurance policies.Prepare reports on asset performance, including budget variance, Insurance and Lease status,...

We are a business striving to deliver high-quality, personalized financial services to our clients.Key ResponsibilitiesBuild and develop a portfolio of wealth management clients through exceptional customer service and tailored solutions.Manage and support a client base, fostering long-term relationships and maintaining strong communication with a proactive...

Job Opportunity: Business Performance SpecialistAbout the Role:Undergo extensive training on hedge fund accounting principles, including Net Asset Value (NAV) calculation, trade capture, cash/position reconciliations, performance fees, and investor allocations.Collaborate with Fund Accounting teams to document functional and technical requirements for system...

Job Opportunity: Senior .NET DeveloperWe are seeking an accomplished .NET developer to join our team and contribute their expertise in designing and developing high-quality applications using optimal technologies and frameworks.The ideal candidate will have a strong background in server-side development, with experience in writing test-backed code to ensure...