Wealth Manager

Job Description - Wealth Manager 

Job Purpose - To manage and oversee the financial affairs of promoters, including personal investments, wealth management, taxation, and financing requirements. End-to-end responsibility for promoters’ finance, ensuring compliance, optimizing tax efficiency, managing liquidity, and supporting strategic financial decision-making.

Reporting - Functional & Administrative Director / JMD & CMO

Qualification - Charted Accountant (Qualified)

Work Experience - 8 – 10 years of relevant experience with Family Office

Mandatory - Strong understanding of taxation laws, FEMA, RBI guidelines, and corporate governance.

Roles & Responsibilities :

1. Promoters’ Personal Finance Management

•  O...