Karnataka Wealth advisor Jobs – 152 Open Jobs Today

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
Sales Manager – Luxury Real Estate Sales
SeedWill Consulting —Hebbal, Bengaluru, Karnataka
- ₹5,00,000 - ₹6,00,000 a year
- Full-time
- Sales
- Customer service
- Bachelor's degree
Quick apply
Investment Compliance - Manager
State Street —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Health insurance
13d
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
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
Asset & Wealth Management - AM FI Macro Strats - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Computer science
- Analysis skills
- Math
- Health insurance
AWM Public - Client Solution Group (CSG) Management & Strategy - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Salesforce
- Bachelor's degree
- Health insurance
Senior Associate, Client Integrations
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Specialist, Business Analysis
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Computer Science
- English
- Finance

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Senior Business Analyst

CGI -
Bengaluru, Karnataka

Quick apply

Job details

Permanent | Full-time
14 days ago

Qualifications

BCS
Power BI
Computer Science
Mobile applications
Business analysis
Data analysis skills
Tableau
SQL
Bachelor's degree
Software development
ETL
Agile
Data visualization
Data warehouse

Full job description

Founded in 1976, CGI is among the largest independent IT and business consulting services firms in the world. With 94,000 consultants and professionals across the globe, CGI delivers an end-to-end portfolio of capabilities, from strategic IT and business consulting to systems integration, managed IT and business process services and intellectual property solutions. CGI works with clients through a local relationship model complemented by a global delivery network that helps clients digitally transform their organizations and accelerate results. CGI Fiscal 2024 reported revenue is CA$14.68 billion and CGI shares are listed on the TSX (GIB.A) and the NYSE (GIB). Learn more at cgi.com.

Job Title: Senior Business Analyst
Position: Senior Business Analyst
Experience: 4- 6 Years
Category: Software Development/ Engineering
Shift: 1pm to 10pm
Main location: India, Karnataka, Bangalore
Position ID: J0626-1963
Employment Type: Full Time
Mode of work : 5 days work from office
Education Qualification: Bachelor's degree in Computer Science or related field or higher with minimum 4 years of relevant experience.
#LI-MP14

Your future duties and responsibilities

Mid Level Business Analyst in a Wealth Management Advisory Firm, specifically within the Software Engineering (Web & Mobile Application) department: Experience of 4 6 years

Business & Functional Analysis

. Collaborate with wealth advisors, portfolio managers, compliance teams, and operations stakeholders to understand business needs.
. Elicit, analyze, and document business requirements, functional specifications, and user stories.
. Translate complex wealth management workflows (e.g., portfolio construction, financial planning, rebalancing) into system requirements.
. Conduct impact analysis for new features, regulatory changes, or system enhancements.

2. Digital Product Development (Web & Mobile)

. Work closely with UI/UX designers, developers, QA teams, and product owners to deliver seamless client facing and advisor facing applications.
. Define and refine user journeys, wireframes, and acceptance criteria for mobile and web platforms.
. Ensure alignment between business requirements and technical implementation.

3. Stakeholder Management

. Act as a liaison between business stakeholders and engineering teams.
. Facilitate workshops, requirement sessions, and sprint ceremonies (backlog grooming, sprint planning, demos).
. Manage expectations across multiple stakeholders and ensure timely communication of progress, risks, and dependencies.

4. Agile Delivery & Documentation

. Participate actively in Agile/Scrum ceremonies and support iterative delivery.
. Maintain product backlogs, requirement traceability matrices (RTMs), and documentation repositories.
. Support prioritization of features based on business value and regulatory requirements.

5. Testing & Validation

. Collaborate with QA teams to define test scenarios, UAT plans, and acceptance criteria.
. Participate in User Acceptance Testing (UAT) and ensure solutions meet business requirements.
. Identify and track defects, ensuring timely resolution.

6. Data Analysis & Reporting

. Analyze financial and client data to support decision making.
. Define reporting and dashboard requirements for portfolios, performance, and analytics.
. Work with data teams on integrations involving market data, portfolio systems, and CRM platforms.

Required qualifications to be successful in this role

Must-Have Skills & Experience

4–6 years of experience as a Business Analyst or Data Analyst
Strong expertise in SQL (mandatory)
Hands-on experience working with large datasets and data analysis

Good to have skills:

Experience working with data warehousing concepts
Exposure to data visualization tools (Power BI, Tableau, etc.)
Knowledge of ETL processes and data pipelines
Experience working in cross-functional teams

CGI is an equal opportunity employer. In addition, CGI is committed to providing accommodation for people with disabilities in accordance with provincial legislation. Please let us know if you require reasonable accommodation due to a disability during any aspect of the recruitment process and we will work with you to address your needs.

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

Come join our team—one of the largest IT and business consulting services firms in the world.

Quick apply

Refine Your Search

wealth advisor jobs in karnataka

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

Sales Manager – Luxury Real Estate Sales

Investment Compliance - Manager

Planner Head

Business Development Manager

Investment Compliance - Senior Associate

Associate - Buying Ops

Investment Compliance- Emerging Lead

Investment Compliance - Team Lead

Asset & Wealth Management - AM FI Macro Strats - Vice President - Bengaluru

AWM Public - Client Solution Group (CSG) Management & Strategy - Associate - Bengaluru

Senior Associate, Client Integrations

Specialist, Business Analysis

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