Financial Services Manager

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as...

Job Title: Financial Services ProfessionalJob Description:The role of a Chartered Accountant involves delivering comprehensive accounting, taxation, auditing, financial planning, and compliance services to domestic Indian clientele.Key Responsibilities include:Preparation and finalization of financial statements as per Indian Accounting Standards (Ind AS)...

Job RoleWe are dedicated to helping individuals and families plan, grow, and manage their financial future with confidence.This role supports various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory...

Job Role: Financial Services SpecialistThe successful candidate will be responsible for delivering high-quality audit services to clients within the UK.

Job OverviewSafeguarding assets, employees, clients, and reputation is a critical role in this position.The Surveillance Department plays a strategic role in delivering surveillance solutions across multiple regions. Key responsibilities include:Reviewing alerts generated from automated systems to detect potential violations of policies, rules, and...

Financial Services SpecialistSeeking a highly skilled and detail-oriented individual to join our team as an OBLM Data Validator for CPC Operations.

Job OverviewThe Investment Counsellor plays a crucial role in providing personalized financial services to clients.Key Responsibilities:Assess clients' financial needs and develop tailored investment strategiesEnsure that clients' investment portfolios align with their long-term goalsKey Qualifications:Strong analytical and problem-solving skillsExcellent...

Job DescriptionWe are seeking a skilled Accounting Advisor to join our team. As an Accounting Advisor, you will be responsible for owning end-to-end client relationships, onboarding and configuring each SME's complete finance solution in our AI-powered platform, overseeing day-to-day bookkeeping and reconciliations, and preparing monthly, quarterly, and...

Senior Tax ManagerYou will play a pivotal role in overseeing the detailed review of complex financial services tax returns, primarily focusing on Hedge Funds, Private Equity, and Fund of Funds. Your responsibilities will also include reviewing blocker corporation returns and S-Corporation returns prepared by staff, senior, or supervisors.Key...

Job Description:The primary objective of this role is to acquire and manage high net worth individual (HNI) clients, ensuring seamless service delivery.Key responsibilities include conducting client profiling to offer debt, equity, mutual fund, structured, and real estate products, as well as managing and analyzing client portfolios for performance and...