Karnataka Wealth advisor Jobs – 153 Open Jobs Today

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
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
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
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
Asset & Wealth Management - AM FI Macro Strats - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Computer science
- Analysis skills
- Math
- Health insurance
Senior Associate, Client Integrations
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Finance Lead
PinnacleU —Bengaluru, Karnataka
- ₹14,00,000 - ₹20,00,000 a year
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Quick apply
Associate, Client Integrations
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Corporate Audit Integrated Data Analyst, Officer
State Street —Bengaluru, Karnataka
- Full-time
- Computer Science
- Data analysis skills
- Research
- Health insurance
Senior Client Support Analyst
InvestCloud Technology India Pvt Ltd. —Bengaluru, Karnataka
- Customer service
- Analysis skills
- Bachelor's degree
Quick apply
15h
Associate, Operations
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Asset & Wealth Management - Product Management - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Bachelor's degree
- Product management
- Communication skills
- Health insurance
Software Development Internship
WeInvest —Bengaluru, Karnataka
- Full-time
- Computer science
- Computer Science
- System design
Tech Recruiter
Yubi —Bengaluru, Karnataka
- Full-time
- Analysis skills
- Bachelor's degree
- Recruiting
Client Reporting, Senior Associate
State Street —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Research
- Health insurance
6d

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

Goldman Sachs -
Bengaluru, Karnataka

Apply Now

Job details

1 day ago

Benefits

Health insurance

Qualifications

Wealth management
Power BI
Business intelligence
Law
Alteryx
Tableau
Master's degree
Presentation skills
APIs
Financial services
AI
Analytics

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 provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations 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 provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations span all product lines and markets, and functions.

Your Impact –

As a Process Modernization Associate, you will partner directly with operations teams that support the firm’s wealth management business. This role will lead end-to-end assessments of existing workflows, technology stacks, and control frameworks, using AI alongside traditional process improvement methodologies to deliver actionable recommendations to enhance efficiency, mitigate risk, and improve service.

Our Impact –

PWM Operations supports PWM Private Wealth Advisors (PWA) globally. PWAs are responsible for advising ultra-high net worth individuals on strategies to build and protect their financial assets through customized advice and services.PWM Operations is instrumental in meeting our clients' needs and is responsible for several key processes which include account opening, asset transfers, client servicing, execution services, performance measurement and reporting of Goldman-custodied assets and away-custodied assets.

Key Responsibilities

Process Discovery & Analysis

Conduct structured engagements with operations teams to map and document current-state processes, including manual workflows, system dependencies, and data flows.
Develop and utilize a standardized organizational taxonomy to identify and solve for cross-functional patterns and inefficiencies
Perform detailed process mining and data analysis to identify bottlenecks, redundancies, and failure points.
Evaluate the existing technology stack (platforms, tools, integrations) for fitness-for-purpose, scalability, and alignment with strategic objectives

Control & Risk Assessment

Identify control gaps and areas of elevated operational risk, including key person dependencies, manual reconciliation points, and exception-handling weaknesses.
Assess processes against Goldman Sachs' operational risk framework, regulatory requirements, and industry best practices.
Collaborate with Compliance, Risk, and Technology teams to ensure recommendations align with the firm's risk appetite and regulatory obligations.

Solution Design & Recommendations

Develop a comprehensive functional roadmap that articulates:
- Current-state process maps and pain-point analysis
- Control gap inventory with risk ratings
- Prioritized recommendations for improvement:
  - AI integration (e.g. AI integration with existing technology stacks, use of firm AI platforms, use of advanced structured prompts)
  - Low-code / no-code automation (e.g., workflow orchestration, ETL, RPA)
  - Strategic technology uplift (e.g., platform migration, API integration, data infrastructure)
  - Behavioural and procedural change (e.g., revised SOPs, training, organizational design adjustments)
  - Measurements (e.g. KRIs, KPIs, dashboards, reporting)
- Business case estimates including effort, cost, and expected ROI
Design target-state operating models that improve service, reduce cycle times, and mitigate risk.

Stakeholder Engagement & Change Enablement

Serve as a trusted advisor to operations leaders, building consensus around modernization priorities.
Facilitate workshops, interviews, and working sessions with front-office, operations, and technology stakeholders.

Required Qualifications

Minimum 5 years of progressive experience in applied AI, business intelligence, data analytics, or a related discipline within a fast-paced, complex environment (financial services or wealth management preferred).
Proven track record in AI solution design and deployment, including prompt engineering, human-in-the-loop system design, and responsible AI practices.
Demonstrated experience in developing and implementing BI and analytics programs, including data lifecycle management, reporting platform strategy, and self-service/low-code tool adoption.
Strong understanding of data architecture, data governance, and data quality frameworks.
Experience building and presenting business cases with ROI analysis and KPI frameworks to senior leadership.
Exceptional ability to collaborate across business, technology, risk, and operations teams in a matrixed organization.
Familiarity with enterprise AI platforms (e.g., Microsoft Copilot, OpenAI enterprise solutions) and BI platforms (e.g., Tableau, Power BI, Alteryx, or similar).
Strong knowledge of governance, data privacy, and regulatory compliance requirements relevant to financial services.

Preferred Qualifications

Experience in Wealth Management or Financial Services operations and technology.
Hands-on experience with LLM-based applications, retrieval-augmented generation (RAG), and agentic AI frameworks.
Familiarity with low-code/no-code development platforms and their application in analytics and workflow automation

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 TITLEAssociate

OFFICE LOCATION(S)Bengaluru

JOB FUNCTIONData Analytics & Reporting

DIVISIONAsset & Wealth Management

Apply Now

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