Bengaluru Karnataka Estate advisor Jobs – 112 Open Jobs Today

Asset & Wealth Management - Private Family Office WSS - Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
Asset & Wealth Management - Ayco WSS - Associate- Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
Finance Manager, Controllership
JLL —Bengaluru, Karnataka
- Microsoft Excel
- Finance
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- Health insurance
EH-FY27-Consulting-S&T-Strategy-Consultant-TS-Enterprise Architecture
Deloitte —Bengaluru, Karnataka
- Master's degree
- IT
- Business Administration
Team lead / Manager Valuation
Arena Investors I Quaestor Advisors —Bengaluru, Karnataka
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
EH-FY27-Consulting-S&T-Strategy-Consultant-BS-Generalist
Deloitte —Bengaluru, Karnataka
- B.Sc
- Master's degree
- Bachelor's degree
Manager - FS - Audit - BLR
WithumSmith+Brown —Bengaluru, Karnataka
- Full-time
- Master's degree
- Supervising experience
- Project management
Strategic Business Lead - IFM
JLL —Bengaluru, Karnataka
- Master's degree
- Analysis skills
- Health insurance
Sr. Consultant MCSE - MS Purview I Remote, Bangalore
Optiv —Bengaluru, Karnataka
- Full-time
- Remote
- Azure
- English
- Leadership
- Work from home
Fund Controller - Senior Associate/Associate
JPMorganChase —Bengaluru, Karnataka
- Full-time
- English
7d
Senior Product Owner
IKEA —Bengaluru, Karnataka
- Full-time
- APIs
- AI
5d
Senior Accountant - 1065 - Tax - BLR
WithumSmith+Brown —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Communication skills
- Tax experience
Asset & Wealth Management - Alts Platform Management - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Analysis skills
- Financial services
- Health insurance
Asset Management - VP/AVP
Arena Investors I Quaestor Advisors —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Finance
- Master's degree
Quick apply
CA Qualified
Katariya Consultancy India LLP —Bengaluru, Karnataka
- ₹10,00,000 - ₹14,00,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- In-person
Quick apply
6d
Asset and Wealth Management - Product Management - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Bachelor's degree
- Product management
- Agile
- Health insurance
Manager, Alternative Operation- Real Asset
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Finance
- Accounting
- Leadership
AVP - Workday Product Owner
Revantage Global Services India Private Limited —Bengaluru, Karnataka
- Full-time
- Product management
- Human resources
- Agile
Quick apply
11d
Operations Engineer
Accenture —Bengaluru, Karnataka
- Full-time
- Oracle
- Computer Science
- SQL
EH-FY27-Consulting-S&T-Strategy-Consultant-BS-LS
Deloitte —Bengaluru, Karnataka
- B.Sc
- Bachelor's degree
- Leadership

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

Goldman Sachs -
Bengaluru, Karnataka

Apply Now

Job details

Benefits

Health insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Finance
Master's degree
Bachelor's degree
MBA
Chartered Financial Analyst
Accounting
Communication skills

Full job description

ABOUT THIS JOB

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.

Our holistic approach incorporates financial planning in several areas such as: consolidated reporting and investment review, income tax planning and review, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

As an integral member of an advisor team, you will provide proactive support to address the financial complexities of the firm’s most strategic clients. Responsibilities include managing client data and platforms, preparing intricate financial exhibits, and overseeing tax activities such as quality control and e-filing. This role requires a self-starter with a passion for financial markets who can thrive in a fast-paced environment, ensuring an exceptional client experience through meticulous attention to detail and innovative problem-solving.

IMPACT AND RESPONSIBILITIES

Our Impact:
The Private Family Office is designed to service the firm’s most strategic clients. Our trusted advisor teams target a client ratio of 8-12 families per advisor, allowing us to dedicate the necessary time and resources to each client’s unique financial circumstances.

How You Will Fulfill Your Potential:
We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning and the desire to work in the ultra-high net worth space. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities:

Financial Planning & Reporting: Prepare and analyze comprehensive client exhibits, including personal financial statements, cash flow projections, investment allocations, and estate flowcharts.
Tax Lifecycle Management: Assist in the end-to-end tax process, including data gathering from third parties, tax forecasting, and managing quality control for e-filings and estimated payments.
Client Operations: Manage the onboarding and maintenance of client platforms, ensuring the systematic organization of fund documentation. Proactively track and schedule annual obligations, such as property taxes and interest payments, to maintain operational efficiency across all internal systems.
Investment Support: Proactively monitor cash balances, manage private banking services, and interface with internal groups to execute investment tasks and third-party subscriptions.
Data Integrity & Compliance: Maintain rigorous data management standards, handle positive/negative consent tracking, and ensure all client communications meet confidentiality and regulatory requirements.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Qualifications:

Education: Bachelor’s degree in Finance, Accounting, or a related field is required. MBA, CA, or CFA credentials preferred.
Technical Skills: Advanced proficiency in Microsoft Office (specifically Excel, Word, and PowerPoint) and Adobe.
Communication: Exceptional verbal and written communication skills, with the ability to interface effectively with global teams.
Analytical Thinking: Ability to solve complex problems and think critically under pressure.
Operational Excellence: Strong multitasking skills with a relentless focus on accuracy, organization and attention to detail.
Proactivity: An innovative mindset with the ability to manage time independently and follow through on time-sensitive tasks.
Teamwork: Proven track record with cross-training, task-sharing and mutually supportive teamwork

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 opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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

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CORPORATE TITLEAssociate

language

OFFICE LOCATION(S)Bengaluru

assignment

JOB FUNCTIONExternal Product Specialists

account_balance

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

estate advisor jobs in bengaluru karnataka

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

Asset & Wealth Management - Ayco WSS - Associate- Bengaluru

Finance Manager, Controllership

EH-FY27-Consulting-S&T-Strategy-Consultant-TS-Enterprise Architecture

Team lead / Manager Valuation

EH-FY27-Consulting-S&T-Strategy-Consultant-BS-Generalist

Manager - FS - Audit - BLR

Strategic Business Lead - IFM

Sr. Consultant MCSE - MS Purview I Remote, Bangalore

Fund Controller - Senior Associate/Associate

Senior Product Owner

Senior Accountant - 1065 - Tax - BLR

Asset & Wealth Management - Alts Platform Management - Associate - Bengaluru

Asset Management - VP/AVP

CA Qualified

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

Manager, Alternative Operation- Real Asset

AVP - Workday Product Owner

Operations Engineer

EH-FY27-Consulting-S&T-Strategy-Consultant-BS-LS

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