331 Job openings found

 Job overview:  Our client has partnered with a well-established U.S. Tax, Wealth & Business Advisory firm to support and expand its India operations. The U.S. firm has over 30 years of experience serving entrepreneurs, business owners, executives, physicians, and other diverse clients across tax, wealth management, and advisory services.The India ...

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 ...

 The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.  Job description Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships ...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...

Head Group Strategy JB7: - MBA from a premier Institute or relevant experience in Insurance strategy, preferably Group - Experience of around 10 years - Strong command on numbers and business drivers of Group Business - Lead Industry mapping, Business planning, forecasting and performance tracking - Deliver clear, data backed strategic inputs to guide business ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Chartered Accountants Job Overview: As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking experienced and discreet Chartered Accountants with a strong background in: Key Responsibilities: Income Tax Advisory & Compliance Expert Knowledge of ...

 JOB DESCRIPTION Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...

Job Description• Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investmentinterests into fixed income product.• Oversee the marketing process as well as broader company marketing efforts, including creating investor materials,hosting webinars, and organizing investor events.• Develop and manage relationships with current and potential investors.• Collaborate ...