Wealth Advisory Specialist

Wealth Management SpecialistRole Overview:We are seeking a dynamic and driven Wealth Management specialist to join our team in Kozhikode, India.Key ResponsibilitiesIdentify potential investors, build relationships with high net worth individuals, family offices, and professionals, and promote company's alternate investment opportunities.Drive sales of...

Job Title:Wealth Management Expert Job Description:The ideal candidate will have a strong understanding of wealth management principles and the ability to interpret business requirements across multiple modules. They will ensure that platform capabilities align with customer onboarding and KYC, order placement and settlements, reporting and analytics, and...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Unlock Your Wealth PotentialAbout Us:We're rethinking how India invests, and we want you to be part of it.Our mission is to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.About the Role:We're seeking a skilled and driven wealth manager who thrives on building relationships and closing...

Job Title: Portfolio Management SpecialistWe are seeking a highly skilled and motivated individual to join our team as a Portfolio Management Specialist.About the RoleThis is an exceptional opportunity for a self-driven, financially astute professional with expertise in investment analysis and advisory.Key Responsibilities:Assist in preparing pitch books and...

Job Title: Senior Taxation SpecialistLocation:We are seeking a highly experienced taxation specialist to lead our tax planning and advisory services. The ideal candidate will have a minimum of 7 years of experience in taxation, with expertise in high net worth individual taxation (HNI). Key Responsibilities:Develop and implement tax strategies for clients to...

Senior Proposal SpecialistWe are seeking an experienced professional to join our Sales Enablement team. This role will be based in Gurugram, with a requirement of working at least three days a week in the office.Key Responsibilities:Provide proposals support and independently manage production of high-quality RFP responses for the US Wealth...

Job Title: Financial Operations SpecialistA Financial Operations Specialist is responsible for overseeing the preparation and filing of statutory audits, tax audits, and financial reports. They must also manage client interactions, provide consultancy services, and lead a team for financial returns and compliance matters.Key Responsibilities:Conduct...

Direct Tax SpecialistWe are seeking a seasoned Direct Tax Specialist to join our organization. As a key member of our tax advisory team, you will provide expert guidance on direct taxation matters, helping clients navigate the complexities of Indian tax laws.Key Responsibilities:Drafting submissions for faceless assessment and appeal proceedings, penalty...

Senior EPM ConsultantAs a seasoned EPM specialist, you will drive complex implementation projects and foster lasting client relationships. Combining technical expertise in EPM platforms with strategic business advisory skills.The OpportunityThis role offers the unique opportunity to lead high-impact implementations for enterprise clients while expanding our...