Manager Tax (Private Client Services) SAX India LLP

9.0 - 18.0 years

0 Lacs

maharashtra

On-site

As a Tax Manager at Sax LLP, you will be responsible for managing U.S. tax matters for high-net-worth individuals and trusts with international tax considerations. Your role will involve client management, compliance oversight, tax research, advisory services, and team leadership. **Roles and Responsibilities:** - **Client Management and Relationship Building** - Act as the primary point of contact for clients with international tax needs, nurturing strong and trusted advisor relationships. - Proactively identify and address client concerns, opportunities, and tax planning strategies. - Lead client onboarding processes, understanding client objectives thoroughly, and gathering detailed infor...

Posted 3 weeks ago

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Finance Advisor Oceano Apex Pvt. Ltd.

4.0 - 8.0 years

0 Lacs

haryana

On-site

As a Finance Advisory professional at Oceano Apex Pvt. Ltd., you will be responsible for providing strategic financial advice and wealth management solutions to high-net-worth individuals (HNIs) and corporate clients. Your key responsibilities will include: - Offering comprehensive financial advisory services - Developing and managing investment portfolios - Analyzing financial data, market trends, and investment opportunities - Maintaining strong client relationships - Providing recommendations on wealth preservation, tax optimization, and long-term financial planning - Collaborating with internal teams to design customized wealth management strategies - Ensuring compliance with regulatory ...

Posted 1 month ago

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Elite Relationship Manager Kotak Securities

0.0 years

0 Lacs

Bengaluru, Karnataka, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...

Posted 3 months ago

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Elite Sales Manager Kotak Securities

0.0 years

0 Lacs

Ahmedabad, Gujarat, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...

Posted 3 months ago

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Elite Relationship Manager Kotak Securities

0.0 years

0 Lacs

Hyderabad, Telangana, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...

Posted 3 months ago

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Wealth Manager -Largest NBFC Company Yuva Global Services

6.0 - 11.0 years

3 - 15 Lacs

Navi Mumbai, Maharashtra, India

On-site

Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients Acquire the clients having AUM => INR 10 M Portfolio review of clients & Cross Sell Resolve customer queries TAT Required Candidate profile 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking Graduate with MBA Rich exp. of financial planning & wealth mgmt. AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Posted 4 months ago

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