Senior Wealth Management Specialist

Wealth Management Career OpportunitySeeking experienced professionals to join our wealth management team. As a key player, you will be responsible for acquiring and retaining affluent clients, focusing on their investment needs and overall financial portfolios.Key Responsibilities:To advise high-net-worth clients on investment strategies, manage their...

Role Description This is a full-time on-site role in Mumbai for Mumbai Wealth Roles at Scope4job LLP. The role involves day-to-day tasks such as managing client portfolios, providing financial advice, developing wealth management strategies, and conducting market research. The individual will also be responsible for client relationship management and...

Key Position OverviewWe are seeking a dedicated Client Service Associate to support our business objectives in Chennai. This role is ideal for individuals looking to gain hands-on experience in client servicing and wealth management.Key ResponsibilitiesProvide exceptional customer service through effective communication and issue resolutionAssist with...

Grow Your Career as a Business Development Expert">This is an exciting opportunity for a skilled professional to join our platform and drive business growth in the wealth management industry.">We are looking for a highly motivated individual with experience in financial services, who can build strong partnerships with key stakeholders and contribute to the...

Job Title: Senior Warranty Management SpecialistThis role plays a pivotal part in the warranty process, ensuring seamless customer experiences through efficient claim management.Key Responsibilities:Collaborate with cross-functional teams to gather requirements and develop test plans for warranty-related projects.Design, configure, and enhance SAP Warranty...

Lead Compliance OfficerAbout this role:This is a fantastic opportunity to take on a leadership position in compliance for a prominent financial services organization. Our ideal candidate will have extensive experience in managing compliance within the AIF/PMS/Fixed Income space, as well as expertise in SEBI regulations.Main Responsibilities:Collaborate with...

Job Title: Senior Taxation SpecialistOur organization is seeking an experienced Senior Taxation Specialist to lead our tax management operations.The ideal candidate will possess a strong background in taxation, specifically GST provisions, and be well-versed in Central Excise, Service tax, and VAT.Key Responsibilities:Prepare responses to notices from the...

Senior Supply Chain Planning SpecialistWe are seeking an experienced Senior Supply Chain Planning Specialist with 6+ years of experience in implementing and supporting Advanced Available-to-Promise (AATP) and APO modules.

Product Trainer - Wealth Products Job DescriptionA trusted advisor for High Net-Worth Individuals, Family Offices, Corporate Treasuries, and Institutions across the country specializes in wealth management and fixed income broking and distribution with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto...

Job Title:Financial Operations SpecialistDescription:The Senior Bookkeeper will be responsible for handling trust accounting, ensuring financial management is compliant with legal and ethical standards. This includes recording and reconciling attorney fees, expenses, and disbursements with accuracy.Additionally, the Senior Bookkeeper will perform bank and...