Posted:10 hours ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Manager – Personal Accounts, Taxation & Wealth Management

Location: Mumbai, India

Reporting To: Family Principal / Family Office Head


About the Role:


Key Responsibilities:-

  • Personal Accounting & Finance
  • Taxation & Compliances
  • Wealth & Investment Management
  • Property & Asset Oversight
  • Confidential Administration


Desired Profile:

  • Qualification: Chartered Accountant (CA), MBA (Finance), or Certified Financial Planner (CFP).
  • Experience: 7–15 years managing

    personal/family accounts

    , UHNI portfolios, or private banking operations.
  • Strong knowledge of taxation, investments, compliance, and accounting systems.
  • Proficient in Tally, MS Excel, and digital accounting tools.
  • Excellent communication, discretion, and organizational abilities.


Job Location: Andheri West, Mumbai


Working Days: Alternate Saturday's will be off


If you are seriously considering a career move, please share your updated resume for our review and evaluation.


Regards,

Deepak

M: 98676 96869

E: deepak@fairgrowthindia.com

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