Wealth Structuring Professional

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 14 hours ago
2-5 years
Mumbai
work from office

Posted: 14 hours ago
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Applicants: 92+
Job Description
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Job Description

Key Responsibilities:
- Advising clients on corporate group structuring, internal group reorganization, mergers / demergers, stake sales and acquisitions structuring, estate / succession planning and family office set up
- Brainstorming ideas and new structures / solutions that could be relevant to the clients of Nuvama Private team
- Execution of client assignments including research, making presentations, presenting before clients, etc
- Work closely with the Relationship managers within the team in resolving their queries on the subject matter
- Providing support to the team by updating them with the latest happenings in the tax and regulatory field
- Research on structuring related aspects from an income tax and regulatory perspective.

- Liaisoning with tax and legal firms to understand the latest happenings in the subject matter as well as for client execution work.
Job Requirements:
2-5 years of relevant experience.
Qualification:
- Chartered Accountant / Lawyer
Functional Competencies:

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- Must know - Extensive knowledge on Income tax laws, FEMA, SEBI, Stamp duty and other allied laws
- Ability to understand the structuring problem at hand and ability to assist the client end to end-from advisory to execution.
- Proficient in power point presentations
Behavioral Competencies:
- Excellent interpersonal skills
- Hunger /passion; Learning ability, Problem Solving
Preferred Organizations - Tax firms / legal firms

Skills

M&ALLBCAWealth ManagementMergersSuccession PlanningChartered Accountant

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Important dates & deadlines?

Application Deadline

28 Jun 26, 07:17 PM IST

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Wealth Structuring Professional

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