Job Details

Global Wealth Planner

Date Posted: 26 April 2023

Note : Only PDF Format Accepted. Size Should Be Less than 2 MB.

I have read and agree to the Privacy Policy and Terms and Conditions. By clicking 'Apply Now,' you agree to our Terms and Conditions as well as the Privacy Policy.

Job Description

We are hiring multiple Global Wealth Planners.

Who you are?

1) You have deep interest in everything money.
That includes taxes, shares, mutual funds, insurance products, loans, credit cards,
cryptos, foreign currencies, and so on.
You can be a CA, MBA, CFP, or a graduate in finance/commerce. But don't worry
too much about formal qualification. Because, we don't.
2) You have experience in taxation, or in investment management. Or have a strong
aptitude in finance.
3) You are fanatic about helping clients. We are.
4) You can talk well, and listen better. And, write clearly.
You have an ability to make complex things sound simple.

What would you do?
1) Work with clients in managing their finances.
2) Learn and relearn. Share knowledge, internally and with clients.
3) Collaborate with internal tax, investments, legal, and back-office teams.
4) Win referrals from your clients. Cross-sell and up-sell.

Please note that the candidates are expected exclusively work from office during first 3 months (training period). Thereafter, we we may consider hybrid or work from home options.

At Billion BaseCamp, we equally welcome candidates who want to restart their career after a break. Apply with confidence.

Salary offered:
INR 6 lakhs to INR 9 lakhs per annum, depending on skillsets and experience level.

The company offers several other benefits, and a thriving work environment.

If you want to know more about the Company and the role, please feel free to connect with some of our current global wealth planners.

https://www.linkedin.com/in/pushkar-deshpande-aa420b191/
https://www.linkedin.com/in/pooja-zingade-a94866133/
https://www.linkedin.com/in/palak-motwani-0b07a81ab/

Functional Area

  • Finance & Accounting
  • Financial Planning & Analysis
  • Tax
  • Wealth Management

Education

  • CA

Industry

  • Financial Services

Job Details

  • Location
    Pune
  • Employment Status
    Permanent
  • Experience
    0.00 yr - 5.00 yr
  • Salary
    600000 p.a. - 900000 p.a.



Taxsutra is delighted to bring to its community a new service offering, ‘JobJet’ (jobjet.taxsutra.com) which endeavors to be a premium job listings website connecting job seekers with potential employers hiring in the domains of tax, law & accounting.