karnataka wealth management advisor Jobs – 149 Open Jobs Today

Wealth Manager - Relationships and Business Growth
Dilzer Consultants —Unknown, Karnataka
- Email
- Finance
- Master's degree
- MBA
NTAM Associate Strategy Product Consultant
Northern Trust Corp. —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Organizational skills
- Communication skills
8h
BTS - FTTS - Advanced Analyst
EY —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Product Manager
Accumn —Bengaluru, Karnataka
- Full-time
- Computer Science
- Finance
- Master's degree
- Health insurance
Sales Manager- Premium Real Estate
ELV Projects —Bengaluru, Karnataka
- Sales
- Presentation skills
- Communication skills
Quick apply
9d
Specialist, Quality Assurance & Engineering
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Computer Science
- Java
- Bachelor's degree
Portfolio Manager
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Manager - Direct Channel
Franklin Templeton Investments —Bengaluru, Karnataka
- Email
- Sales
- English
- Master's degree
- Health insurance
Lead Engineer, Architecture Repository
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Product management
- AI
- Health insurance
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Director– Implementation
Yubi —Bengaluru, Karnataka
- Full-time
- Project management
- Bachelor's degree
- Banking
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Senior Product Manager
Yubi —Bengaluru, Karnataka
- Full-time
- Computer Science
- Finance
- Master's degree
- Health insurance
Vice President - Product Owner - Real Estate Yardi Platform
JPMorganChase —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- SQL
- Product management
3d
Specialist, Technology Infrastructure
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Oracle
- Engineering
- Bachelor's degree
Technical Delivery Manager
Yubi —Bengaluru, Karnataka
- Full-time
- Azure
- Master's degree
- APIs
BTS-FTTS-Tax Senior
EY —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Paid time off
Software Development Internship
WeInvest —Bengaluru, Karnataka
- Full-time
- Computer science
- Computer Science
- System design
Deputy Vice President
Yubi Markets —Bengaluru, Karnataka
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Specialist, Software Engineering
BetaNXT Inc —Bengaluru, Karnataka
- Full-time
- Computer Science
- Windows
- C++

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Wealth Manager - Relationships and Business Growth

Dilzer Consultants
Unknown, Karnataka

Apply Now

Job details

Full-time

Qualifications

Financial planning
Wealth management
Operations management
.NET
Finance
Master's degree
MBA
Leadership
Communication skills

Full job description

Job Title: Manager – Financial Planning & Investment Advisory

Location: Bangalore
Experience: 6 to 8 years
Employment Type: Full-time

About Us

We are a leading Financial Planning and Investment Advisory firm with 20 years of experience in wealth management. Our expertise has been recognized with the CNBCTV18 Financial Advisors Award – All India National Category – Woman IFA in 2018 and 2019. We specialize in a diverse range of investment solutions, including mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation strategies.

Role Overview

We are seeking a dynamic and result-oriented Manager to be the Second-in-Command (2IC) in the organization, working closely with the leadership to drive business strategy, ensure operational efficiency, manage teams, and oversee investment advisory services. The ideal candidate should have a strong financial product background, leadership capabilities, and the ability to manage multi-functional teams while ensuring business targets are met.

Key Responsibilities

1. Second-in-Command Leadership

Act as the right hand to the management in decision-making, business strategy execution, and overall firm operations.
Provide strategic inputs to optimize business processes, client servicing, and revenue generation.
Step in for the leadership when required, ensuring seamless business continuity.

2. Team Leadership & Performance Management

Lead, mentor, and manage a team of financial advisors, relationship managers, and operational staff.
Set and monitor performance targets, ensuring team members meet their revenue and client acquisition goals.
Conduct training and upskilling programs to enhance team knowledge on investment products and financial markets.

3. Client Advisory & Relationship Management

Manage and oversee high-value client relationships, ensuring seamless financial planning and investment advisory services.
Support the team in handling key clients, resolving escalations, and offering expert investment recommendations.
Ensure superior client satisfaction through proactive engagement, portfolio reviews, and risk management strategies.

4. Business Development & Revenue Growth

Drive AUM (Assets Under Management) growth, identify new business opportunities, and expand the client base.
Work closely with the team to cross-sell investment products and maximize revenue streams.
Conduct financial awareness programs, investment workshops, and client engagement activities.

5. Operations & Process Management

Oversee day-to-day operations, ensuring smooth workflow between advisory, research, compliance, and back-office teams.
Ensure timely execution of client transactions, investment processing, and reporting.
Optimize internal processes to enhance efficiency and minimize operational risks.

6. Interdepartmental Coordination

Act as the central point for coordinating between sales, advisory, operations, and compliance teams.
Align client requirements with investment strategies, operational execution, and regulatory guidelines.
Work closely with the management team to develop and implement scalable business strategies.

7. Investment Strategy & Portfolio Management

Strong expertise in mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation.
Provide investment guidance based on market trends and economic analysis.
Ensure portfolio optimization, risk assessment, and strategic rebalancing for client investments.

8. Compliance & Reporting

Ensure the team follows SEBI, IRDAI, and other regulatory guidelines.
Maintain accurate records of client interactions, transactions, and investment compliance documentation.
Prepare business performance reports, risk analysis, and financial dashboards for senior management.

Key Requirements

Educational Qualification: MBA (Finance) / CFP / CFA / CA or equivalent.
Experience: [X+] years in wealth management, financial planning, investment advisory, and operations management.
Proven leadership skills with experience in managing teams and driving business targets.
Strong expertise in financial markets, investment products, and regulatory frameworks.
Ability to acquire, manage, and retain HNI & UHNWI clients.
Excellent communication, problem-solving, and strategic thinking skills.

Why Join Us?

Be the Second-in-Command in a leading financial advisory firm with a strong market reputation.
Lead a high-performing team and play a pivotal role in the firm's growth and expansion.
Competitive salary with performance-based incentives and career advancement opportunities.
Exposure to diverse investment products, high-net-worth clients, and cutting-edge financial strategies.

Please share your resumes to [email protected] with Subject Line Wealth Manager Role

Apply Now

Refine Your Search

wealth management advisor jobs in karnataka

Wealth Manager - Relationships and Business Growth

NTAM Associate Strategy Product Consultant

BTS - FTTS - Advanced Analyst

Product Manager

Sales Manager- Premium Real Estate

Specialist, Quality Assurance & Engineering

Portfolio Manager

Manager - Direct Channel

Lead Engineer, Architecture Repository

Planner Head

Director– Implementation

Senior Portfolio Analyst

Senior Product Manager

Vice President - Product Owner - Real Estate Yardi Platform

Specialist, Technology Infrastructure

Technical Delivery Manager

BTS-FTTS-Tax Senior

Software Development Internship

Deputy Vice President

Specialist, Software Engineering

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