Wealth Manager

Job Description:

Founded in the UK, NeosAlpha is a global IT consulting and services company specializing in cutting edge technologies, including Application and Business Integration, Business Process Automation, API Management, Cloud CRM, and ERP. As a fast-growing company, we are seeking motivated and talented individuals to join our team on this exciting journey. At NeosAlpha, we foster a performance driven culture that offers limitless opportunities for both personal and professional growth.

Our founders bring deep expertise, extensive experience, and long-standing client relationships across the UK and Europe. We have forged strong, mutually beneficial partnerships with leading technology giants, including Google Apigee, Boomi, Kong, Salesforce, NetSuite, Snowflake, Databricks, and Microsoft Azure. Our esteemed clientele includes globally recognized enterprises such as Visa, Vodafone, British Airways, Convex Insurance, Forth Ports, and Westcoast.

We are seeking an experienced Wealth Manager to oversee the financial, investment, governance, and administrative affairs of a High-Net-Worth / Ultra-High-Net-Worth family. The role will operate as a trusted advisor to the family principals, ensuring wealth preservation, long-term growth, regulatory compliance, and seamless coordination across vendors. The position requires high discretion, strategic thinking, and cross-disciplinary expertise in investments, taxation, estate planning, and family governance. The role involves travelling, and when the CEO is in Jaipur.

Designation: Wealth Manager

Experience: 6+ years of experience

Location: Hybrid

Reporting: CEO

Key Responsibilities:

1. Investment & Wealth Management

● Design and execute investment strategies across asset classes, including public markets, private equity, real estate, and alternative investments.

● Monitor portfolio performance, asset allocation, and risk frameworks.

● Coordinate with external fund managers, CIOs, PMS providers, and research partners.

● Prepare periodic investment reviews and performance reports for the family.

● Prior experience in wealth management firms, private banking, PMS, investment advisory, or family office environments.

● Strong exposure to HNW/UHNW client advisory or relationship management roles.

● Experience handling cross-border assets and global stakeholders is highly desirable.

2. Wealth Structuring & Tax Planning (India & Global)

● Advise on optimal wealth structuring using trusts, LLPs, companies, and offshore vehicles.

● Coordinate with tax advisors and legal counsels for compliance under Income Tax, FEMA, and other applicable regulations.

● Support cross-border planning, treaty interpretation, and global tax efficiency initiatives.

3. Financial Reporting & Accounting Oversight

● Oversee consolidated financial reporting, including P&L, balance sheet, cash flows, and investment summaries.

● Ensure transparency in expenses, valuations, returns, and compliance disclosures.

● Coordinate audits, statutory filings, and MIS reporting for family entities.

4. Governance, Compliance & Risk

● Establish and maintain family governance structures, including family councils and investment committees.

● Ensure compliance for domestic and international assets, including regulatory tracking and reporting.

● Maintain high standards of confidentiality, ethics, and risk management.

5. Administrative & Lifestyle Management (As Required)

● Oversee budgeting for personal expenses, philanthropy, and lifestyle management.

● Coordinate with teams handling real estate, travel, security, and household staff (scope varies by family)

6. Vendor Coordination & Liaison

● Act as the single point of contact between the family and all external vendors.

● Coordinate effectively with vendors, including CAs, legal advisors, tax consultants, PMS/AIF managers, bankers, real estate consultants, and insurance partners.

● Ensure smooth communication and alignment among all stakeholders.

● Negotiate service terms, fees, and SLAs in the family's best interest.

Required Skills & Competencies:

1. Technical Skills

● Investment analysis and portfolio management

● Wealth structuring and tax planning (India and cross-border)

● Financial reporting and accounting oversight

● Knowledge of FEMA, Trust laws, and corporate regulations

● Risk management and compliance frameworks

2. Soft Skills

● Absolute integrity, discretion, and confidentiality

● Strong stakeholder management and communication skills

● Strategic, long-term thinking

● Ability to manage ambiguity and sensitive family dynamics

● Cultural sensitivity in multi-generational environments

3. Technology & Tools

● Advanced Excel and financial modelling

● Portfolio tools (Bloomberg, FactSet, PMS platforms)

● Accounting systems such as Tally, QuickBooks, SAP

Education & Certification:

● B. Com / BBA / Economics / Finance (mandatory)

● MBA / MS Finance / Economics (preferred)

● CFP® – Certified Financial Planner (preferred)

● CFA – Chartered Financial Analyst (preferred)

● CA – Chartered Accountant (preferred)

● NISM Series X-A / X-B (Investment Adviser)

● CPA or estate planning credentials (advantageous)

Salary and Perks:

•In line with an individual's skills and experience.

Interested candidates can send theirapplication and CV to [Confidential Information]