5 Job openings found

1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 7.00 LPA
Key Responsibilities:● Engage with clients and their families to understand their legacy aspirations, businesscontinuity goals, and succession preferences.● Develop customized estate and succession strategies, incorporating wills, trusts, familygovernance, nominations, and other planning tools.● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estateplanning solutions.● Educate clients about ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
3.00 LPA TO 3.50 LPA
Responsible for book keeping account entry book entry journal entry Vast knowledge of tally ERP Financial Reporting: Prepare and maintain financial statements, including balance sheets, income statements, and cash flow statements. Ensure accurate and timely reporting of financial data. Accounting Operations: Manage day-to-day accounting operations including accounts payable, accounts receivable, general ledger, and bank reconciliations. Perform monthly, quarterly, and annual ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 45.00 LPA
Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

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