Wealth Manager

Boolean Staffing Recruitment Solutions Pvt Ltd

Job Location:

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

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

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 li...