Careers

We're in relentless pursuit of growth.

Credence is born to succeed one day, one client at a time. If you think you match our focus and philosophy with equal passion, we would like to hear from you.

Want to apply for job openings at Credence ? Drop your cv at careers@credencefamilyoffice.com

Location : Bangalore, Mumbai

Operations Manager

Details :

  • Should have at least 6 – 8 years of experience in handling the back end and operations in a family office / bank / asset management company / financial institution
  • Process orientation (a must)
  • Keen understanding of compliance procedures, documentation and reporting in the Indian financial landscape
  • Prior experience in interfacing with HNI clients
  • Ability to multi task
  • Good communication skills

Location : Bangalore

Tax Advisor

Details :

  • Should have over 2 years experience in direct tax and indirect tax compliances, tax planning & reporting for mostly individual clients and FEMA domain knowledge, formation of body corporates
  • Qualified CAs preferred
  • Responsible and accountable for direct tax compliances, GST obligations and company formation, along with US tax
  • Work in co-ordination with domain partners and internal teams, for tax filing of 150+ individual clients
  • Proactively ensure compliance of TDS (Tax Deducted at Source)
  • Handling the assessments, liaising with consultants and briefing counsels, preparing paper books for all scrutiny
  • Review and finalization of US Tax for clients having return filing obligation
  • Lead GST Implementation Project to ensure smooth transition to GST

Location : Bangalore

Product and Strategy

Details :

  • Should have over 4 years of relevant experience
  • Drive investment / product strategy for all clients on a pan India basis
  • Work closely with the in-house Investment committee
  • Assimilate and disseminate house views on economy, markets and investment products to the team
  • Periodically review existing investment products and identify new opportunities in the space
  • Monitor client portfolios jointly with their advisors to maintain alignment with the clients' needs
  • Work closely with product manufacturers globally to ensure best in class product availability for our clients
  • Collaborate with the client advisors to ensure building of long term assets

Location : Bangalore, Mumbai

Client Advisor

Details :

  • Should have at least 5 - 10 years of experience in managing client relationships within a family office or retail /private bank.
  • Thorough understanding of the global best practices for investment advisory is a must.
  • Knowledge of income tax / estate planning will be an added advantage.