Billion BaseCamp
Location
Pune | India
Job description
We are Billion BaseCamp.
We help affluent Indian families in managing their global taxes, and everything money.
Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs.
We are hiring multiple Global WealthPlanners .
The role is truly fulfilling for anyone aspiring to make a career in wealth management. It offers unlimited opportunities to learn various aspects of taxes and finances at the highest professional level. In this role, you will have unique opportunity to closely work with some of the most successful Indians worldwide.
At the same time the role is demanding and requires your commitment to work very hard, especially during initial months.
Who you are
· Qualified Chartered Accountants/ Partially qualified candidates with strong desire to make a career in wealth management.
· Up to 2 years of experience in tax or financial services
· Excellent oral and written communication skills
· Calm, diligent, quick learner, and sharp thinker
What would you do
· As a Global Wealth Planner you are responsible for providing research driven, accurate, and diligent advice to the clients.
· Stay abreast on the latest in tax and personal finance
· Build and improve the service delivery processes
· Accompany Relationship Managers on client calls, and provide detailed technical inputs, as necessary
· Collaborate with the Relationship Managers to deliver timely services to the clients ensuring significant value add to clients' finances
· Coordinate with other internal teams, as required.
· Collaborate with Sales Team members in pitching company's services to prospective clients
· Providing timely reports to the Reporting Manager
We believe in direct ownership of ideas and responsibilities in an environment where you get to learn various skills. We're looking for talented, passionate, and creative people, willing to give their 100 percent to building a high-class financial services company.
Office Location: WeWork Raheja Woods, Kalyani Nagar , Pune
Work Model: Work From Office
Job Type: Regular - Full time
Please send your CV to Pushkar Deshpande, Head of Wealth Planning, at [HIDDEN TEXT]
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