Strategic Wealth Manager

2 weeks ago


Bengaluru, Karnataka, India 4S Advisory Full time

About Us


4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.


About the Role


We are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with bespoke wealth management services, and driving business growth.


Key Responsibilities



  • Develop and implement customized wealth management strategies for clients, incorporating their financial goals, risk tolerance, and investment objectives.
  • Conduct thorough analysis of clients' financial situations, identifying opportunities to optimize their wealth and achieve their goals.
  • Collaborate with our research and advisory team to provide clients with superior investment solutions, ensuring alignment with their investment objectives.
  • Track market trends and identify new investment opportunities, ensuring our clients stay ahead of the curve.
  • Focus on business development and achieve growth in relationship value, revenues, and client stickiness.
  • Achieve product-wise targets and cross-sell products as per demographic, lifestyle, and risk profiling.
  • Formulate outbound and inbound sales plans to acquire new HNI clients, increasing our customer base.
  • Conduct risk profiling of all mapped clients and showcase investment products as per client risk profile.
  • Provide and maintain daily/weekly sales reports, figures, forecasting, and other records required by the team.

Requirements



  • 15-25 years of relevant experience in investment advisory/wealth management.
  • MBA/CA or equivalent from a premium institute.
  • Relevant certifications.
  • Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations.
  • Ability to think and execute strategically, prioritize, and resolve complex problems.
  • Detail-oriented with superior organizational and time management skills, including delegation of work.
  • Team player with the ability to collaborate with others.
  • Ability and interest to work in a fast-paced, evolving environment.

About Us


At 4S Advisory, we are committed to delivering innovative and sustainable outcomes for our people, clients, shareholders, and communities. We believe in creating an inclusive and equitable environment that enables our employees to thrive and deliver exceptional results.


Preferred Qualifications


We are looking for candidates who share our values and are passionate about delivering exceptional wealth management services.



  • Bengaluru, Karnataka, India Wealthy Full time

    Wealth Management OpportunityAt Wealthy, we are seeking a talented Strategic Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for acquiring and onboarding new clients, managing client portfolios, and driving business goals.Key Responsibilities:Acquiring and onboarding new clients on our wealth...


  • Bengaluru, Karnataka, India Feufo Inc Full time

    We are seeking a skilled Strategic Wealth Development Manager to build and preserve trusting relationships with our customers at Feufo Inc. As a key member of our team, you will be responsible for finding ways to outperform our competition and maintain our company's positive image.To succeed in this role, you should be an excellent communicator with the...


  • Bengaluru, Karnataka, India ConsultBae India Private limited Full time

    Job Purpose:The purpose of the role is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, the establishment of the Tata Capital Wealth Management brand, and the delivery of exceptional services to HNI and ultra HNI clients.Key Responsibilities:Client Engagement and...


  • Bengaluru, Karnataka, India ConsultBae India Private limited Full time

    Job DescriptionWe are seeking a skilled Strategic Wealth Advisor to join our team at ConsultBae India Private Limited. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management...


  • Bengaluru, Karnataka, India DBS Bank Full time

    Job SummaryWe are seeking a highly skilled Strategic Wealth Manager to join our Consumer Banking Group at DBS Bank. As a key member of our team, you will be responsible for delivering exceptional customer experiences and driving business growth through strategic client relationships.


  • Bengaluru, Karnataka, India DBS Bank Full time

    About the RoleAs a Strategic Relationship Manager for DBS Bank, you will be responsible for delivering exceptional customer experiences while driving growth in wealth and asset management.About YouWe are seeking a highly motivated and experienced individual with a strong background in sales and relationship management. Your expertise in financial planning,...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are a leading global investment banking, securities and investment management firm, headquartered in New York. Our team is dedicated to empowering clients and customers around the world to reach their financial goals.Job ResponsibilitiesDrive business strategy and performance by collaborating with Global COOs on initiatives to drive and...

  • Senior Wealth Manager

    4 weeks ago


    Bengaluru, Karnataka, India Feufo Inc Full time

    We are seeking a skilled Senior Wealth Manager to join our team at Feufo Inc. As a key member of our wealth management team, you will be responsible for building and preserving trusting relationships with our customers.You will be expected to outperform our competition and maintain our company's positive image. To succeed in this role, you should be an...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth Management at Goldman SachsAt Goldman Sachs, our Wealth Management business empowers clients and customers to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to ultra-high net worth and high net worth individuals, as well as family offices, foundations, endowments, and...

  • Senior Wealth Manager

    4 weeks ago


    Bengaluru, Karnataka, India Feufo Inc Full time

    We are seeking a seasoned Wealth Portfolio Strategist to join our team at Feufo Inc. As a key member of our wealth management division, you will be responsible for building and preserving trusting relationships with our high net worth clients.To succeed in this role, you should be an excellent communicator with the ability to build rapport with clients. We...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm. We provide innovative solutions to our clients, shareholders and communities.About the RoleWe are seeking a Strategic Change Manager to lead high-priority initiatives in Asset & Wealth Management. You will work alongside Deal Execution teams,...


  • Bengaluru, Karnataka, India Leaf Round Full time

    Key Responsibilities:Develop a client base of investors and manage relationships on a regular basis.Channels of Engagement: Work closely with internal and external stakeholders to establish high net worth, advisory, and institutional channels.Responsible for key account management and customer success specific to the wealth clients of Leaf Round.Maintain a...


  • Bengaluru, Karnataka, India ConsultBae India Private limited Full time

    Job Title: Relationship ManagerAbout the RoleThe Relationship Manager will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship Management:Acquire and handle a group of high...

  • Founding Member

    3 weeks ago


    Bengaluru, Karnataka, India Ruralytics India Full time

    We are seeking a highly skilled and experienced professional to join our team as a Founding Member for our wealth management venture. This is a unique opportunity to be a key player in shaping and driving the success of our company.This opportunity is ideal for those who have experience in building wealth management businesses or contributing to the...


  • Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full time

    Job Title: Investment CounselorWe are seeking a highly skilled Investment Counselor to join our dynamic team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:Conduct portfolio reviews for large relationships in...


  • Bengaluru, Karnataka, India 4S Advisory Full time

    We are seeking a highly skilled and experienced Senior Wealth Management Executive to join our team at 4S Advisory.About the Role:The ideal candidate will have extensive experience in investment advisory and wealth management, with a strong track record of delivering results in a fast-paced environment.Key Responsibilities:The successful candidate will be...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we're committed to empowering our clients and customers to achieve their financial goals. Our wealth management businesses provide comprehensive advice, investment management, and banking services to a diverse range of clients, including high-net-worth individuals, family offices, and corporations.Job...


  • Bengaluru, Karnataka, India Prabhudas Lilladher Private Limited Full time

    Job Title: Branch Manager - Private Client GroupPrabhudas Lilladher Private Limited is a leading financial services organization with a presence in stock broking, investment banking, and corporate advisory services. We have been in the business for over 80 years.The ideal candidate will be responsible for leading a branch office, driving business growth, and...


  • Bengaluru, Karnataka, India Wealthy Full time

    Wealthy - Unlock Your PotentialAs a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.What We OfferA dynamic and supportive...


  • Bengaluru, Karnataka, India ConsultBae India Private limited Full time

    Job Purpose: As a Senior Wealth Management Leader, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients.Responsibilities:Client...