Wealth Manager
Boolean Staffing Recruitment Solutions Pvt Ltd
- Mumbai, Maharashtra
- Permanent
- Full-time
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 & ComplianceHandle 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 & InvestmentsManage 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 SupportProvide 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 & GovernancePrepare 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.