Wealth Manager
Wealth Manager
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Job Description
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
- Oversee and monitor promoters’ personal financial transactions cash flows and investment portfolios.
- Manage liquidity requirements and ensure proper allocation of funds between business and personal needs.
- Coordinate with bankers wealth managers and investment advisors for personal and family office finances.
2. Taxation & Compliance
- Handle income tax planning filing and compliance for promoters and family members.
- Manage regulatory filings FEMA compliance and reporting of international assets/investments.
- Ensure alignment of personal financial structures with corporate governance and statutory requirements.
3. Financing & Investments
- Manage borrowing requirements including loans against shares personal loans and other promoter-level financing.
- Structure financing solutions in coordination with banks NBFCs and financial institutions.
- Evaluate and oversee promoters’ investments in real estate securities startups or other ventures.
4. Advisory & Strategic Support
- Provide financial analysis and recommendations for long-term wealth creation and risk management.
- Support succession planning estate planning and structuring of family office/holdings.
- Liaise with auditors legal advisors and consultants for effective structuring and dispute resolution.
5. Reporting & Governance
- Prepare periodic MIS reports for promoters on overall wealth liabilities and returns.
- Ensure confidentiality transparency and adherence to compliance standards.
- Maintain accurate records of all financial dealings for promoters.
Skills
Taxation Laws, FEMA, RBI Guidelines, Charted Accountant, Wealth Manager, Family Office
Employment Type
Full Time
