JD - Senior Business Development Manager - Wealth Management

Experience: 7+ Years

Qualification: CA / CFA / MBA

Location: Bangalore

About the Company

4thoughts is a leading Multi Family Office and Global Wealth Management firm providing customized wealth advisory, investment management, financial planning, and alternate investment solutions to HNIs, UHNIs, family offices, and corporate clients.

The organization focuses on delivering long-term wealth creation strategies through personalized financial solutions and global investment opportunities.

Key Responsibilities

- Drive new client acquisition for wealth management and family office services.
- Identify, engage, and convert HNI/UHNI prospects through networking, references, and strategic business development initiatives.
- Build and maintain strong relationships with entrepreneurs, business owners, CXOs, investors, and affluent families.
- Generate business opportunities for investment products including PMS, AIF, Mutual Funds, Structured Products, Global Investments, Insurance, and Estate Planning solutions.
- Conduct client meetings to understand financial goals, investment preferences, and wealth management requirements.
- Collaborate with product and relationship management teams to provide customized solutions to clients.
- Develop tailored client proposals based on the clients profile, financial goals, and investment requirements.
- Gradually build and develop an AUM book of at least 200 Crore. Achieve revenue generation and client conversion targets as per business objectives.
- Track market trends, competitor activities, and client investment behavior to identify growth opportunities.




- Maintain strong post-acquisition relationships to ensure client retention and long-term engagement.
- Prepare business development reports, pipeline updates, and client acquisition strategies for management review.

Required Skills s Experience

- 7+ years of experience in Business Development / Client Acquisition within Wealth Management, Private Banking, Asset Management, Financial Services, or Multi Family Office firms.
- Should have managed AUM book of at least INR 200 crore.
- Strong understanding of wealth management products and investment solutions.
- Proven track record in acquiring and converting HNI/UHNI clients.
- Excellent networking, negotiation, and relationship-building skills.
- Strong communication and presentation abilities.
- Ability to work independently and drive business growth initiatives.
- Existing network of affluent clients and business references will be an added advantage.

Preferred Profile

- Candidates from Wealth Management firms, Private Banks, Investment Advisory firms, Asset Management companies, or Family Offices preferred.
- Education Qualification: CA / CFA / MBA
- Robust market connectivity in Bangalore and surrounding regions.

Why Join 4thoughts?

- Opportunity to work closely with HNI/UHNI clients and global wealth management solutions.
- Fast-growing and entrepreneurial environment with strong career growth opportunities.
- Exposure to diverse investment products and strategic financial advisory services.
- Collaborative work culture with leadership visibility and performance-driven rewards

Interested candidates can share their CV to [email protected]

📌 Senior Business Development Manager - Wealth Management (Bengaluru)
🏢 4thought Finance
📍 Bengaluru