Financial Services Professional

Expert Client PartnerWe are seeking a seasoned Client Advisor to join our expanding team of professionals dedicated to delivering exceptional wealth management services to High Net-Worth Individuals (HNIs).As an Expert Client Partner, you will be responsible for fostering long-term relationships with our valued clients, providing personalized financial...

A financial services professional is required to join our team. The ideal candidate will have experience in managing day-to-day tasks, preparing financial statements, and ensuring compliance with tax laws.Job RoleThis role involves working on-site as a finance executive, handling SMSF accounts, tax documents, and BAS preparations using BGL 360 and Xero...

Job Title: Personal Wealth ManagerAbout the OpportunityThis key role involves acquiring and retaining high net worth individuals (HNIs) and ultra HNIs as clients for the bank.The successful candidate will have an entrepreneurial mindset, excellent communication skills, and a deep understanding of wealth management products.Identify and onboard new business...

Telecaller - Lead Generation for Business and Personal Loans Role We are seeking passionate and dynamic telecallers to generate leads for business mort gage housing and personal loans The ideal candidates should be self-motivated goal- oriented and excellent at building relationships Responsibilities oIdentify and generate new leads for...

Job Title:Client Service AssociateAbout the Role:The ideal candidate will possess a strong willingness to learn and grow within the financial services industry. Strong communication skills, both written and verbal, are essential for this position. Additionally, a basic understanding of financial concepts is highly desirable.This dynamic role involves...

Financial Analyst Position OverviewWe are seeking a detail-oriented and analytical professional to evaluate and rate financial products/services offered by UK-based banks and institutions.The ideal candidate will have strong research skills, proficiency in Excel/Google Sheets, and excellent communication skills.Research and gather data for product/service...

Global Business Development AssociateWe are seeking a proactive and results-driven business development associate with 3-6 years of experience to drive client acquisition in the US financial services sector. As a key member of our team, you will be responsible for driving revenue growth through strategic partnerships, identifying new business opportunities,...

Job OverviewWe are seeking a Taxation Manager to lead our financial services team.Key ResponsibilitiesTax Returns Review: Conduct in-depth reviews of complex tax returns for hedge funds, private equity, and fund of funds clients.State Returns Review: Perform detailed reviews of state returns for financial services clients.International Filing Requirements:...

Senior Financial LeadAt our organization, we are seeking a Senior Financial Lead to oversee financial planning and analysis. This key role will be responsible for managing budgeting processes, financial reporting, and ensuring compliance with regulatory and accounting standards.Key Responsibilities:Oversee taxation activities and conduct thorough cost...

Financial Leadership RoleA global leader in natural stone processing and engineered quartz manufacturing provides a premium range of products for various applications.The OpportunityWe seek an experienced financial professional to lead our finance department. The ideal candidate will have expertise in Indian accounting practices within a private limited...