Senior Manager - Private Clients & Family Offices

Company Description

Bathiya empowers businesses to unlock their true potential with a presence across 15 offices in India and the Middle East. We support Indian and global enterprises as they Progress with Purpose. Our talented professionals from diverse backgrounds are committed to creating meaningful impacts for our clients, communities, and each other. Bathiya’s deep technical expertise and cutting-edge technology have earned and retained client trust over decades. Our comprehensive services include Transactions, Corporate Finance, Consulting, Tax, Regulatory Advisory, and Private Client Services.

Role Description

This is a full-time on-site role located in Mumbai for a Senior Manager - Private Clients & Family Offices. The Senior Manager will be responsible for overseeing and managing private clients, conducting financial planning, managing portfolios, and providing tax and tax advisory services. The role involves direct client interaction, development of customized financial strategies, and ensuring compliance with relevant regulations.

Qualifications

• Experience in dealing with Trusts, Wills, Succession, Family constitutions, charters, cross-borders, etc.
• Experience in managing Private Clients and delivering tailored financial solutions
• Strong knowledge of Tax and providing Tax Advisory services especially in trust matters
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Bachelor's degree in Finance, Accounting, or related field; advanced degrees or certifications (e.g., CFA, CPA) are preferred
• Relevant experience in the financial services industry