Financial Services Relationship Manager

Join Our Team of Financial ExpertsWe are expanding our Relationships Department and seeking dynamic professionals who can engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized...

About the RoleWe are seeking an experienced professional to assume a multifaceted role in our organization. This position involves handling both front-end and back-end tasks to ensure customer satisfaction and managing relationships with clients.The successful candidate will be responsible for creating deal documents, such as pitch decks, financial models,...

Job Overview:We are seeking a diligent and meticulous individual to fill the role of Financial Services Coordinator.Strong analytical skills and ability to maintain financial accuracySolid command over communication – both verbal as well as writtenThe primary responsibilities of this position include:Evaluating client financial needs and analyzing their...

About our Financial Services DivisionWe are a leading player in the metal recycling, trading, and manufacturing sectors with over 4 decades of experience.Key Responsibilities:Preparation and analysis of regular financial reports for management.Closing and ensuring compliance with Generally Accepted Accounting Principles (GAAP) and necessary...

Seeking a seasoned Wealth Strategist to acquire affluent clients through tailored investment advice and relationship management. A key responsibility includes managing client relationships, generating assets under management from preferred clients, and advising on investments to optimize their financial portfolios.Key Qualifications:Minimum 3-5 years of...

Financial Management SpecialistHMI INC. is a renowned fine jewelry luxury house that has been supporting independent retailers in America and Canada since 1987. Known for its exquisite high-quality jewelry pieces, HMI INC. is committed to providing exceptional products and services to its clients.Job Overview:This role requires a skilled Financial Management...

Accounts Receivable ProfessionalWe are seeking a highly skilled AR Specialist to generate and send accurate invoices to customers in accordance with U.S. GAAP standards.Monitor accounts to ensure timely collection of outstanding balances.Reconcile discrepancies, resolve billing issues, and communicate effectively with customers regarding payments.Maintain...

Job Title: Financial Services ProfessionalAbout the RoleWe are seeking a highly skilled and experienced professional to join our team. This is an exciting opportunity for professionals with 1–2 years of experience in BPO/BPM or recent MBA (Finance) graduates.

Job OverviewWe are seeking a seasoned professional to lead our team of tax specialists in delivering high-quality financial services to clients.Key Responsibilities:Review and analyze complex financial services client returns, including hedge funds, private equity, and fund of funds.Supervise the preparation of state returns for financial services...

Job DescriptionWe are seeking a seasoned executive to lead our operations across Banking, Financial Services, and Insurance.The ideal candidate will bring 15+ years of experience in setting up, transitioning, and managing operations teams (150+ headcount), working with global clients across regions.Main Responsibilities:Lead end-to-end Service Delivery...