Job Description
Advisor – Client Financial Services (Chartered Accountant)
Mumbai, IN
June 13, 2026
About WTW:
Our distinct, connected perspective across talent, assets and ideas unlocks potential for our clients. While many just look at mitigating the downside, we see how a unified approach to people and risk is a path to growth. Powered by market analytics and behavioral insight, our integrated teams reveal hidden value within the critical intersections of our clients’ organizations. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals.
The Role:
The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.
Responsibilities:
Preparation of financial statements as well as client financial and management accounting
Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
Planning and carrying out different accounting and financial activities like budgeting, forecasting, investment reconciliations, cash flow statement & bank account reconciliation
Update notes to accounts, if and when required
Calculating the unearned / un-expensed reinsurance reserve
Calculating the Allocated Investment Income
Posting reconciliation and review of balances
Preparing management, statutory and regulatory reports
Monitoring the shareholder/Inter-company loans – as per the respective state laws
Monitor and report on activities and provide relevant management information
Be system proficient with hands on experience on MS Office applications
Liaise and attend meetings with other company functions necessary to perform duties and organizational development
Managing and over-seeing regulatory and compliance issues
Preparation of Board Packs and client bench-marking analysis
Reviewing new client’s business operations and work with the team that implements solutions
Responding to and following up on queries by the captive account-holders
Maintenance and development of various management information reports
Qualification:
Qualified CA with 0-5 years experience
Good communication Skill – Must have
Self-driven, results-oriented with a positive outlook and a clear focus on high quality – Good to have
Advanced spreadsheet skills (MS Excel) – Good to have
A forward planner who can critically assess his / her own performance– Good to have
Mature, credible and comfortable in dealing with senior company executives– Good to have
Mumbai, IN
June 13, 2026
About WTW:
Our distinct, connected perspective across talent, assets and ideas unlocks potential for our clients. While many just look at mitigating the downside, we see how a unified approach to people and risk is a path to growth. Powered by market analytics and behavioral insight, our integrated teams reveal hidden value within the critical intersections of our clients’ organizations. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals.
The Role:
The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.
Responsibilities:
Preparation of financial statements as well as client financial and management accounting
Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
Planning and carrying out different accounting and financial activities like budgeting, forecasting, investment reconciliations, cash flow statement & bank account reconciliation
Update notes to accounts, if and when required
Calculating the unearned / un-expensed reinsurance reserve
Calculating the Allocated Investment Income
Posting reconciliation and review of balances
Preparing management, statutory and regulatory reports
Monitoring the shareholder/Inter-company loans – as per the respective state laws
Monitor and report on activities and provide relevant management information
Be system proficient with hands on experience on MS Office applications
Liaise and attend meetings with other company functions necessary to perform duties and organizational development
Managing and over-seeing regulatory and compliance issues
Preparation of Board Packs and client bench-marking analysis
Reviewing new client’s business operations and work with the team that implements solutions
Responding to and following up on queries by the captive account-holders
Maintenance and development of various management information reports
Qualification:
Qualified CA with 0-5 years experience
Good communication Skill – Must have
Self-driven, results-oriented with a positive outlook and a clear focus on high quality – Good to have
Advanced spreadsheet skills (MS Excel) – Good to have
A forward planner who can critically assess his / her own performance– Good to have
Mature, credible and comfortable in dealing with senior company executives– Good to have
💡 Quick Summary
Seeking a career-building opportunity? The Advisor | Client Financial Services |Chartered Accountant position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.