5 Wealth Management jobs in Pune.

Hiring now: Private Wealth Ops Associ @ Ab, Us Individual Taxation @ Bamboohr.Explore more at jobswithgpt.com.

🔥 Skills

client service management (3) performance reporting (3) analytical skills (3) operational functions (2) account maintenance (2) client/prospect meeting preparation (2) communication skills (2) multitasking (2) training program (2) detail-oriented (1)

đź“Ť Locations

Pune (5)
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Ab

Private Wealth Operations Associate Pune
Skills & Focus: client service management, operational functions, performance reporting, account maintenance, client/prospect meeting preparation, analytical skills, communication skills, detail-oriented, multitasking, training program
About the Company: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital…
Experience: 2 to 3 years of industry experience
Type: Full-time

Bamboohr

US Individual Taxation Pune
Skills & Focus: US Personal Income Tax, Tax returns, Client queries, Tax practices, Tax law, Team collaboration, CCH Axcess software, US 1040, State tax returns, High net-worth
About the Company: BambooHR provides an online HR software to small and medium-sized businesses.
Type: Full Time

Ab

Private Wealth Operations Associate Pune
Skills & Focus: client service management, performance reporting, account maintenance, client/prospect meeting preparation, operational tasks, financial advisors, team players, multitasking, analytical skills, communication skills
About the Company: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital…
Experience: 2 to 3 years of industry experience
Private Wealth Operations Associate Pune
Skills & Focus: client service management, administrative functions, transactional functions, operational functions, performance reporting, account creation, portfolio analysis, networking, training program, analytical skills
About the Company: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital…
Experience: 2 to 3 years of industry experience
Private Wealth Operations Associate Pune
Skills & Focus: Private Wealth, Client Service, Operations, Performance Reporting, Account Creation, Portfolio Analysis, Analytical Skills, Communication Skills, Fast-Paced Environment, Team Player
About the Company: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital…
Experience: 2 to 3 years of industry experience
Type: Full-time
Benefits: Comprehensive and robust training program