India Wealth management advisor Jobs – 467 Open Jobs Today

Asset & Wealth Management Operations - Pwm Ops Billing - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Health insurance
Asset and Wealth Management - Product Management - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Bachelor's degree
- Product management
- Agile
- Health insurance
Asset and Wealth Management (Private)-Urban Investment Group- Associate- Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Excel
- Finance
- Math
- Health insurance
Asset & Wealth Management - AM Digital Product Management - Associate -Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Computer Science
- Bachelor's degree
- Product management
- Health insurance
Asset & Wealth Management - Private Bank Underwriting - Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Master's degree
- Analysis skills
- Project management
- Health insurance
Relationship Manager - Wealth Management
FundTQ —Gurugram, Haryana
- ₹25,000 - ₹55,000 a month
- Online application
- Microsoft Excel
- Master's degree
- Bachelor's degree
- Health insurance
- Paid sick time
Quick apply
Institutional and HNI Wealth - Relationship Manager
SHREESAMRIDDHI AI PRIVATE LIMITED —Remote
- ₹5,00,000 - ₹10,00,000 a year
- Full-time
- Remote
- Management
- Finance
- Master's degree
- Paid time off
- Flexible schedule
Quick apply
14d
Asset and Wealth Management- Equity Structuring -Analyst- Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Excel
- Bachelor's degree
- Health insurance
Asset & Wealth Management Operations - Maintenance & Monitoring - Vice President - Hyderabad
Goldman Sachs —Hyderabad, Telangana
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
Wealth Manager B2B
Choice Equity Broking Pvt. Ltd —Mumbai, Maharashtra
- ₹3,33,440.99 - ₹7,00,000.00 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Food provided
Quick apply
Asset & Wealth Management Operations - Client Billing - Senior Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
Asset & Wealth Management - Private Family Office WSS - Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
PLA Lead IT Architect
Boston Consulting Group —Gurugram, Haryana
- Full-time
- Azure
- Master's degree
- AWS
Asset & Wealth Management - PWM US WSS - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Salesforce
- Bachelor's degree
- Organisational skills
- Health insurance
7d
Equity Advisor Financial Advisor Relationship Manager
Hiring on Behalf of Client —Mumbai, Maharashtra
- ₹10,00,000 - ₹30,00,000 a month
- Full-time
- Finance
- Master's degree
- Business development
Quick apply
21h
Asset & Wealth Management - AM Portfolio & Client Prod Mgt - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Master's degree
- Bachelor's degree
- Product management
- Health insurance
Asset & Wealth Management - PWM Advisor and PM Engineering - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Azure
- Computer Science
- Master's degree
- Health insurance
Business Development - Business Management - Analyst
AQR —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Excel
- Salesforce
5d
Asset & Wealth Management-Change Management - Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Communication skills
- Health insurance
13d
Wealth Management - Business Analyst
NTT Ltd —Bengaluru, Karnataka
- SQL
- Bachelor's degree
- Agile
5d

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Asset & Wealth Management Operations - Pwm Ops Billing - Vice President - Bengaluru

Goldman Sachs -
Bengaluru, Karnataka

Apply Now

Job details

Benefits

Health insurance

Qualifications

Microsoft Powerpoint
Investment management
Microsoft Excel
Business intelligence
PMP
Alteryx
M.Fin
Tableau
Finance
Master's degree
Analysis skills
Project management
Bachelor's degree
Scrum
Certified Scrum Master
Agile
Lean Six Sigma
Communication skills
Time management

Full job description

WEALTH MANAGEMENT

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

OPERATIONS

Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provide essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.

YOUR IMPACT

We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while challenging themselves to further their career at Goldman Sachs.

OUR IMPACT

Private Wealth Management (PWM) Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service. PWM Operations is instrumental in meeting our clients' needs and is responsible for the development, service delivery and control of global private banking; proprietary and open architecture alternative investment vehicles; derivatives trading; bookkeeping, accounting, performance measurement and reporting of Goldman-custodied assets and away-custodied assets; multiple externally managed account platforms; and multiple custody services.

JOB SUMMARY AND RESPONSIBILITIES

Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner
Working in conjunction with the Receivables Team to reconcile receivables and improve the fee receipt process.
Engage in active interaction with PWM Sales, Compliance, Controllers and other Operations teams to deliver strategic solutions for Revenue generation functions
Manage relationships with professionals from other teams and divisions by articulating recommendations to gain cross-divisional consensus
Periodic review of standard operating procedures to analyze open risks within the processes
Leverage Analytical skills, Creative problem Solving and Project Management skills to uplift existing processes
Provide support to all team members.
Drive project management efforts, including planning, execution and stakeholder alignment, with the ability to develop clear, compelling and executive-ready PowerPoint presentations to communicate progress, insights and recommendations for senior management discussions in SteerCo

BASIC QUALIFICATIONS

Bachelor’s/ master’s degree (Preferred: Master’s degree of Finance, Business or Commerce)
Strong analytical skills and close attention to detail.
Effective and strong communication skills.
Excellent organizational and time management skills
Ability to multitask and work in a fast-paced, team-oriented environment
Takes ownership of completing tasks, meet deadlines
Strong team player
Willingness to learn and understand how the Billing function fits into the PWM business
Advanced Excel and PowerPoint skills.

PREFERRED QUALIFICATIONS

Knowledge of investment management industry is a plus
Business Intelligence experience & relevant certifications (Tableau/ Alteryx) are preferred
Project Management Professional (PMP), Certified Scrum Master (CSM)/Professional Scrum Master (PSM), or Lean Six Sigma (Green Belt/Black Belt) certifications preferred

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)Bengaluru

JOB FUNCTIONBilling - Invoicing, Fees & Commissions

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

wealth management advisor jobs in india

Asset & Wealth Management Operations - Pwm Ops Billing - Vice President - Bengaluru

Asset and Wealth Management - Product Management - Vice President - Bengaluru

Asset and Wealth Management (Private)-Urban Investment Group- Associate- Bengaluru

Asset & Wealth Management - AM Digital Product Management - Associate -Bengaluru

Asset & Wealth Management - Private Bank Underwriting - Analyst - Bengaluru

Relationship Manager - Wealth Management

Institutional and HNI Wealth - Relationship Manager

Asset and Wealth Management- Equity Structuring -Analyst- Bengaluru

Asset & Wealth Management Operations - Maintenance & Monitoring - Vice President - Hyderabad

Wealth Manager B2B

Asset & Wealth Management Operations - Client Billing - Senior Analyst - Bengaluru

Asset & Wealth Management - Private Family Office WSS - Analyst - Bengaluru

PLA Lead IT Architect

Asset & Wealth Management - PWM US WSS - Associate - Bengaluru

Equity Advisor Financial Advisor Relationship Manager

Asset & Wealth Management - AM Portfolio & Client Prod Mgt - Associate - Bengaluru

Asset & Wealth Management - PWM Advisor and PM Engineering - Associate - Bengaluru

Business Development - Business Management - Analyst

Asset & Wealth Management-Change Management - Analyst - Bengaluru

Wealth Management - Business Analyst

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