Wealth Management Position
4 days ago
**Job Title:** Wealth Manager
Shriram Wealth is seeking a highly skilled and experienced Wealth Manager to join our team. In this role, you will play a key part in helping individuals and families achieve their long-term financial goals.
Key Responsibilities:- Review and verify invoices with purchase orders and agreement or contracts for payments
- Invoice clients and reconcile income
- Process payment batches, check threshold limits, make electronic transfers, and other expense payment portals
- Manage cash flow, working capital management, and bank reconciliations
- Implement financial controls and process improvements within the finance department
- Ensure compliance with regulatory standards and risk management strategies
- Collaborate with cross-functional teams for finance-related matters
- 5-6 years' experience in accounts and finance departments
- A degree in Accounting/Finance or Inter CA/CA preferred
- Understanding of basic principles of finance, accounting, and bookkeeping
- Knowledge of audit processes and internal controls
- Advanced knowledge of spreadsheets and strong mathematical skills
- Experience with accounting software and online platforms
- Effective time management skills and attention to detail
As a Wealth Manager at Shriram Wealth, you will have the opportunity to work with a diverse range of clients and develop your skills in financial analysis, budgeting, and forecasting. If you are a motivated and organized individual who is passionate about finance, we encourage you to apply for this exciting role.
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