Karnataka Wealth advisor Jobs – 153 Open Jobs Today

Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
Wealth Advisor
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Communication skills
- Flexible schedule
Senior Business Analyst
CGI —Bengaluru, Karnataka
- Full-time
- Computer Science
- Data analysis skills
- SQL
Quick apply
14d
Asset & Wealth Management-WM Ops Transformation-Associate--Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Master's degree
- Presentation skills
- APIs
- Health insurance
1d
Portfolio Assistant
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Finance
- Master's degree
- Flexible schedule
Priority Relationship Manager
Skywings Advisors Private Limited —Bangalore City, Bengaluru, Karnataka
- ₹15,00,000 a year
- Full-time
- Sales
- Master's degree
- Agile
Quick apply
Agency Lending - Senior Associate
State Street —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Health insurance
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Chief Technology Officer
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Computer Science
- Master's degree
- Bachelor's degree
- Work from home
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
Investment Compliance - Manager
State Street —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Health insurance
13d
Opening For Client Relationship Manager (Insurance)
Big Bee Consultant —Bengaluru, Karnataka
- ₹6,00,000 - ₹10,00,000 a year
- Sales
- Master's degree
- Bachelor's degree
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Business Development Manager
Driven Minds And Global solutions —Bengaluru, Karnataka
- ₹13,968.87 - ₹1,58,226.35 a month
- Full-time
- Sales
- Master's degree
- Business development
Quick apply
11d
Investment Compliance - Senior Associate
State Street —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Analysis skills
- Health insurance
13d
Wealth Manager - Relationships and Business Growth
Dilzer Consultants —Unknown, Karnataka
- Email
- Finance
- Master's degree
- MBA
Associate - Buying Ops
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Office
- Bachelor's degree
- Health insurance
- Paid sick time
1d
Investment Compliance- Emerging Lead
State Street —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Analysis skills
- Health insurance
13d
Investment Compliance - Team Lead
State Street —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Analysis skills
- Health insurance
13d

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Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru

Goldman Sachs -
Bengaluru, Karnataka

Apply Now

Job details

Fresher

Benefits

Health insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Salesforce
Communication skills

Full job description

About Goldman Sachs

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box. Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

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.

Goldman Sachs Ayco

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce and leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

JOB SUMMARY AND RESPONSBILITIES

Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities:

Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals

Work closely with Wealth Advisor teams to support their AYCO clients

Leverage your operational background and experience to contribute to a growing business

Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions

Manage cash balances and private banking services in accounts

Resolve time sensitive client service-related issues, including complex situations

Plan and manage new account onboarding process, asset transfers and other account service requests

Managing the pipeline of new business opportunities in Salesforce

Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.

Facilitate various aspects of client portfolio performance reporting and analysis

Assist with tax activities, including tax return quality control, estimated payments, e-filing

Interface with internal groups to complete various investment and operational tasks.

Complete positive/negative consent client emails, handle exception tracking and comments.

BASIC QUALIFICATIONS

CA fresher Sep'25 cleared

Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook

Ability to maintain a high level of confidentiality

Enthusiastic and positive approach to problem-solving and client service

Proven track record with cross-training, task-sharing and mutually supportive teamwork

Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Demonstrated excellent verbal and written communication skills

Demonstrated ability to multi-task in a fast-paced environment

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 TITLEAnalyst

OFFICE LOCATION(S)Bengaluru

JOB FUNCTIONInternal Product Specialists

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

wealth advisor jobs in karnataka

Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru

Wealth Advisor

Senior Business Analyst

Asset & Wealth Management-WM Ops Transformation-Associate--Bengaluru

Portfolio Assistant

Priority Relationship Manager

Agency Lending - Senior Associate

Senior Portfolio Analyst

Portfolio Analyst

Chief Technology Officer

Business Analyst

Investment Compliance - Manager

Opening For Client Relationship Manager (Insurance)

Planner Head

Business Development Manager

Investment Compliance - Senior Associate

Wealth Manager - Relationships and Business Growth

Associate - Buying Ops

Investment Compliance- Emerging Lead

Investment Compliance - Team Lead

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