Job Title: Office Assistant Location: HSR Layout Salary: ₹25,000 – ₹30,000 per month Experience: 3 – 5 years Employment Type: Full-time (Immediate joiners preferred) About the Role We are seeking a dependable and motivated Office Assistant to manage administrative support and external assignments. The role demands high mobility, with around 80% travel for real estate and registration office-related tasks, along with day-to-day office assistance. Key Responsibilities Handle routine office administrative tasks, filing, and documentation. Manage external responsibilities such as real estate and registration office work. Travel extensively (around 80% of work) for errands, follow-ups, and official assignments. Ensure smooth coordination between office operations and field activities. Support management and staff with required administrative assistance. Requirements Bachelor’s degree (mandatory). 3–5 years of relevant work experience in office assistance/administrative support. Proficiency in Tamil, Kannada, and English (reading, writing, and speaking). Must own a two-wheeler with a valid license. Strong organizational and communication skills. High level of responsibility, integrity, and willingness to travel extensively. Immediate joiners are highly preferred. Benefits Competitive salary package of ₹25,000 – ₹30,000 per month. Medical insurance coverage. Petrol allowances for official travel. Additional benefits as per company policy. Supportive and positive work culture. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Education: Diploma (Preferred) Experience: Office Assistant: 3 years (Required) Administrative Support Role: 3 years (Required) Language: Kannada (Required) Tamil (Required) English (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Willingness to travel: 100% (Required) Work Location: In person
Job Title: Office Assistant Location: HSR Layout Salary: ₹25,000 – ₹30,000 per month Experience: 3 – 5 years Employment Type: Full-time (Immediate joiners preferred) About the Role We are seeking a dependable and motivated Office Assistant to manage administrative support and external assignments. The role demands high mobility, with around 80% travel for real estate and registration office-related tasks, along with day-to-day office assistance. Key Responsibilities Handle routine office administrative tasks, filing, and documentation. Manage external responsibilities such as real estate and registration office work. Travel extensively (around 80% of work) for errands, follow-ups, and official assignments. Ensure smooth coordination between office operations and field activities. Support management and staff with required administrative assistance. Requirements Bachelor’s degree (mandatory). 3–5 years of relevant work experience in office assistance/administrative support. Proficiency in Tamil, Kannada, and English (reading, writing, and speaking). Must own a two-wheeler with a valid license. Strong organizational and communication skills. High level of responsibility, integrity, and willingness to travel extensively. Immediate joiners are highly preferred. Benefits Competitive salary package of ₹25,000 – ₹30,000 per month. Medical insurance coverage. Petrol allowances for official travel. Additional benefits as per company policy. Supportive and positive work culture. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Education: Diploma (Preferred) Experience: Office Assistant: 3 years (Required) Administrative Support Role: 3 years (Required) Language: Kannada (Required) Tamil (Required) English (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Willingness to travel: 100% (Required) Work Location: In person
JD – Sr. Client Acquisition Specialist / Lead About the Company 4thoughts Finance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering Since 2015. Working closely with the next generation leaders, the firm has a niche set of offerings which are tailor made to suit its client needs and requirements. Presently managing net worth of USD 250 million across India and Singapore. The firm's activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals. Organizational structure: Organized as independent partnership, the firm operates in the best interest of its clients independently. Presently it is shared by 2 whole time and 2 Independent Partners and 12 Advisors and Senior Advisors across divisions of wealth, structure, and compliance. Client Profile Firm has built its network by word of mouth and works in network of leading Indian business houses, new generation entrepreneurs, CEO and CXO level Individuals. Role Overview As a Senior Client Onboarding Specialist (Sales Lead), you will be responsible for driving client acquisition and ensuring a seamless onboarding journey for ultra-HNW and family office clients. This is a high-ownership, front-line role where you will directly engage with clients, understand their complex financial needs, and position 4Thoughts’ integrated solutions to build long-term trust and partnerships. Key Responsibilities Client Acquisition & Onboarding Drive the end-to-end onboarding process of ultra-HNW individuals and family office clients, showcasing 4Thoughts’ wealth management and multi-family office expertise. Relationship Building Engage with promoters, entrepreneurs, and family business leaders to understand their legacy planning, governance, and wealth management requirements. Sales Leadership Build and manage your own client acquisition pipeline. Develop and execute strategies to convert prospects into long-term relationships.Coordinate with investment, tax, compliance, and advisory teams to ensure smooth onboarding and timely execution of client mandates.Stay updated on wealth management trends, regulatory changes, and family office best practices to effectively address client needs.Track and report progress on acquisition targets, conversion rates, and onboarding effectiveness to senior leadership.Candidate Profile Cross-Functional Collaboration Market & Client Insights Performance Reporting Experience : Minimum 8 to 10 years in sales/business development in wealth management or family office environments. Proven experience in family office client acquisition is mandatory. Education qualifications : MBA / CA Go-Getter Attitude : Highly driven, target-oriented, and comfortable with building pipelines independently. Domain Knowledge : Strong understanding of wealth management products, estate/tax planning, succession, and family office governance. Client-Centric : Exceptional ability to build trust-based relationships with ultra-HNW families and entrepreneurs. Sales Acumen : Track record of closing high-value mandates in the wealth management/family office space. Communication Skills : Excellent presentation, negotiation, and interpersonal skills. Benefits: Competitive salary with performance-based incentives Leadership role heading Client Acquisition / Sales team Opportunity to be part of top-level management Professional development and learning opportunities Direct exposure to ultra-HNW clients and family offices Why Choose 4thoughts Finance Established and reputed wealth management firm since 2015 Strong network of business leaders, entrepreneurs, and CXOs High ownership and autonomy in decision-making Collaborative, family-like work culture Exposure to cross-border transactions and niche financial solutions Job Types: Full-time, Permanent Pay: ₹2,000,000.00 - ₹3,500,000.00 per year Benefits: Food provided Health insurance Paid sick time Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: Client Acquisition: 8 years (Required) Wealth management: 8 years (Required) Family Offices: 8 years (Required) HNI Client Acquisition: 8 years (Required) Relationship Building: 8 years (Required) Location: Bengaluru, Karnataka (Required) Work Location: In person
Role Position - Relationship Manager The Candidate should have strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be good with number crunching and must be a strategic thinker who can analyze and solve problems quickly. One should be Intuitive to customers’ needs. Through this role the candidate could also have international exposure as the company has global footprints. Key Responsibilities: Review and validate executed transactions to ensure accuracy and compliance. Track pending tasks and proactively request and follow up with the Operations team to ensure timely completion of activities. Conduct regular portfolio reviews for all clients and ensure the readiness of reports for upcoming client meetings. Produce monthly client portfolio reports, which include key metrics, financial results, variance reporting, and overall, MIS. Coordinate and oversee the filing of advance tax for clients as per requested timelines. Review PMS empanelment documentation and collaborate with relevant teams to ensure the completion of the empanelment process. Maintain regular communication with clients, providing updates on pending tasks and activities, ensuring high levels of satisfaction and trust. Take charge and lead independently on all client-related activities/requirements and discuss portfolio actions with senior management. Support internal research teams in performing product analysis and tracking market trends that may impact client portfolios. Coordinate with internal and external teams (banks, mutual fund houses, agencies) to collate required information and manage documentation effectively. Prepare the monthly brokerage report, including key metrics, updates on client activity, and financial results. Preferred Candidate 3 to 5 years in Similar Role. Proficient in MS Office skills, especially Advanced Excel. Ability to collaborate with other cross functional teams. Attention to detail and should have a systematic approach. Must be self-motivated, flexible and able to manage multi-tasks under pressure. Language Candidate should be proficient in English & Hindi. Qualification Postgraduate in commerce (MBA, Engineering + MBA etc). Preferably, they should have good performance in Higher Schooling - 10th & 12th Standard. Previous experience in relationship management, operations, or portfolio management is preferred. Strong understanding of financial products, transactions, and market dynamics. Excellent organizational skills with the ability to track and manage multiple tasks simultaneously. Strong communication skills, both written and verbal, with the ability to liaise effectively with internal teams and clients. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Knowledge of PMS, tax filings, and portfolio reviews is a plus. Job Types: Full-time, Permanent Pay: Up to ₹720,000.00 per year Benefits: Health insurance Education: Master's (Required) Experience: Service RM: 3 years (Required) Wealth management: 3 years (Required) Family Office: 3 years (Required) Customer relationship management: 3 years (Required) Language: Hindi (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Work Location: In person
JD – Sr. Client Acquisition Specialist / Lead About the Company 4thoughts Finance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering Since 2015. Working closely with the next generation leaders, the firm has a niche set of offerings which are tailor made to suit its client needs and requirements. Presently managing net worth of USD 250 million across India and Singapore. The firm's activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals. Organizational structure: Organized as independent partnership, the firm operates in the best interest of its clients independently. Presently it is shared by 2 whole time and 2 Independent Partners and 12 Advisors and Senior Advisors across divisions of wealth, structure, and compliance. Client Profile Firm has built its network by word of mouth and works in network of leading Indian business houses, new generation entrepreneurs, CEO and CXO level Individuals. Role Overview As a Senior Client Onboarding Specialist (Sales Lead), you will be responsible for driving client acquisition and ensuring a seamless onboarding journey for ultra-HNW and family office clients. This is a high-ownership, front-line role where you will directly engage with clients, understand their complex financial needs, and position 4Thoughts’ integrated solutions to build long-term trust and partnerships. Key Responsibilities Client Acquisition & Onboarding Drive the end-to-end onboarding process of ultra-HNW individuals and family office clients, showcasing 4Thoughts’ wealth management and multi-family office expertise. Relationship Building Engage with promoters, entrepreneurs, and family business leaders to understand their legacy planning, governance, and wealth management requirements. Sales Leadership Build and manage your own client acquisition pipeline. Develop and execute strategies to convert prospects into long-term relationships.Coordinate with investment, tax, compliance, and advisory teams to ensure smooth onboarding and timely execution of client mandates.Stay updated on wealth management trends, regulatory changes, and family office best practices to effectively address client needs.Track and report progress on acquisition targets, conversion rates, and onboarding effectiveness to senior leadership.Candidate Profile Cross-Functional Collaboration Market & Client Insights Performance Reporting Experience : Minimum 8 to 10 years in sales/business development in wealth management or family office environments. Proven experience in family office client acquisition is mandatory. Education qualifications : MBA / CA Go-Getter Attitude : Highly driven, target-oriented, and comfortable with building pipelines independently. Domain Knowledge : Strong understanding of wealth management products, estate/tax planning, succession, and family office governance. Client-Centric : Exceptional ability to build trust-based relationships with ultra-HNW families and entrepreneurs. Sales Acumen : Track record of closing high-value mandates in the wealth management/family office space. Communication Skills : Excellent presentation, negotiation, and interpersonal skills. Benefits: Competitive salary with performance-based incentives Leadership role heading Client Acquisition / Sales team Opportunity to be part of top-level management Professional development and learning opportunities Direct exposure to ultra-HNW clients and family offices Why Choose 4thoughts Finance Established and reputed wealth management firm since 2015 Strong network of business leaders, entrepreneurs, and CXOs High ownership and autonomy in decision-making Collaborative, family-like work culture Exposure to cross-border transactions and niche financial solutions Job Types: Full-time, Permanent Pay: ₹2,000,000.00 - ₹3,500,000.00 per year Benefits: Food provided Health insurance Paid sick time Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: Client Acquisition: 8 years (Required) Wealth management: 8 years (Required) Family Offices: 8 years (Required) HNI Client Acquisition: 8 years (Required) Relationship Building: 8 years (Required) Location: Bengaluru, Karnataka (Required) Work Location: In person
Role Position - Relationship Manager The Candidate should have strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be good with number crunching and must be a strategic thinker who can analyze and solve problems quickly. One should be Intuitive to customers’ needs. Through this role the candidate could also have international exposure as the company has global footprints. Key Responsibilities: Review and validate executed transactions to ensure accuracy and compliance. Track pending tasks and proactively request and follow up with the Operations team to ensure timely completion of activities. Conduct regular portfolio reviews for all clients and ensure the readiness of reports for upcoming client meetings. Produce monthly client portfolio reports, which include key metrics, financial results, variance reporting, and overall, MIS. Coordinate and oversee the filing of advance tax for clients as per requested timelines. Review PMS empanelment documentation and collaborate with relevant teams to ensure the completion of the empanelment process. Maintain regular communication with clients, providing updates on pending tasks and activities, ensuring high levels of satisfaction and trust. Take charge and lead independently on all client-related activities/requirements and discuss portfolio actions with senior management. Support internal research teams in performing product analysis and tracking market trends that may impact client portfolios. Coordinate with internal and external teams (banks, mutual fund houses, agencies) to collate required information and manage documentation effectively. Prepare the monthly brokerage report, including key metrics, updates on client activity, and financial results. Preferred Candidate 3 to 5 years in Similar Role. Proficient in MS Office skills, especially Advanced Excel. Ability to collaborate with other cross functional teams. Attention to detail and should have a systematic approach. Must be self-motivated, flexible and able to manage multi-tasks under pressure. Language Candidate should be proficient in English & Hindi. Qualification Postgraduate in commerce (MBA, Engineering + MBA etc). Preferably, they should have good performance in Higher Schooling - 10th & 12th Standard. Previous experience in relationship management, operations, or portfolio management is preferred. Strong understanding of financial products, transactions, and market dynamics. Excellent organizational skills with the ability to track and manage multiple tasks simultaneously. Strong communication skills, both written and verbal, with the ability to liaise effectively with internal teams and clients. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Knowledge of PMS, tax filings, and portfolio reviews is a plus. Job Types: Full-time, Permanent Pay: Up to ₹720,000.00 per year Benefits: Health insurance Education: Master's (Required) Experience: Service RM: 3 years (Required) Wealth management: 3 years (Required) Family Office: 3 years (Required) Customer relationship management: 3 years (Required) Language: Hindi (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Work Location: In person
JD – Sr. Client Acquisition Specialist / Lead About the Company 4thoughts Finance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering Since 2015. Working closely with the next generation leaders, the firm has a niche set of offerings which are tailor made to suit its client needs and requirements. Presently managing net worth of USD 250 million across India and Singapore. The firm's activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals. Organizational structure: Organized as independent partnership, the firm operates in the best interest of its clients independently. Presently it is shared by 2 whole time and 2 Independent Partners and 12 Advisors and Senior Advisors across divisions of wealth, structure, and compliance. Client Profile Firm has built its network by word of mouth and works in network of leading Indian business houses, new generation entrepreneurs, CEO and CXO level Individuals. Role Overview As a Senior Client Onboarding Specialist (Sales Lead), you will be responsible for driving client acquisition and ensuring a seamless onboarding journey for ultra-HNW and family office clients. This is a high-ownership, front-line role where you will directly engage with clients, understand their complex financial needs, and position 4Thoughts’ integrated solutions to build long-term trust and partnerships. Key Responsibilities Client Acquisition & Onboarding Drive the end-to-end onboarding process of ultra-HNW individuals and family office clients, showcasing 4Thoughts’ wealth management and multi-family office expertise. Relationship Building Engage with promoters, entrepreneurs, and family business leaders to understand their legacy planning, governance, and wealth management requirements. Sales Leadership Build and manage your own client acquisition pipeline. Develop and execute strategies to convert prospects into long-term relationships.Coordinate with investment, tax, compliance, and advisory teams to ensure smooth onboarding and timely execution of client mandates.Stay updated on wealth management trends, regulatory changes, and family office best practices to effectively address client needs.Track and report progress on acquisition targets, conversion rates, and onboarding effectiveness to senior leadership.Candidate Profile Cross-Functional Collaboration Market & Client Insights Performance Reporting Experience : Minimum 8 to 10 years in sales/business development in wealth management or family office environments. Proven experience in family office client acquisition is mandatory. Education qualifications : MBA / CA Go-Getter Attitude : Highly driven, target-oriented, and comfortable with building pipelines independently. Domain Knowledge : Strong understanding of wealth management products, estate/tax planning, succession, and family office governance. Client-Centric : Exceptional ability to build trust-based relationships with ultra-HNW families and entrepreneurs. Sales Acumen : Track record of closing high-value mandates in the wealth management/family office space. Communication Skills : Excellent presentation, negotiation, and interpersonal skills. Benefits: Competitive salary with performance-based incentives Leadership role heading Client Acquisition / Sales team Opportunity to be part of top-level management Professional development and learning opportunities Direct exposure to ultra-HNW clients and family offices Why Choose 4thoughts Finance Established and reputed wealth management firm since 2015 Strong network of business leaders, entrepreneurs, and CXOs High ownership and autonomy in decision-making Collaborative, family-like work culture Exposure to cross-border transactions and niche financial solutions Job Types: Full-time, Permanent Pay: ₹2,000,000.00 - ₹3,500,000.00 per year Benefits: Food provided Health insurance Paid sick time Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: Client Acquisition: 8 years (Required) Wealth management: 8 years (Required) Family Offices: 8 years (Required) HNI Client Acquisition: 8 years (Required) Relationship Building: 8 years (Required) Location: Bengaluru, Karnataka (Required) Work Location: In person
Role Position - Relationship Manager The Candidate should have strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be good with number crunching and must be a strategic thinker who can analyze and solve problems quickly. One should be Intuitive to customers’ needs. Through this role the candidate could also have international exposure as the company has global footprints. Key Responsibilities: Review and validate executed transactions to ensure accuracy and compliance. Track pending tasks and proactively request and follow up with the Operations team to ensure timely completion of activities. Conduct regular portfolio reviews for all clients and ensure the readiness of reports for upcoming client meetings. Produce monthly client portfolio reports, which include key metrics, financial results, variance reporting, and overall, MIS. Coordinate and oversee the filing of advance tax for clients as per requested timelines. Review PMS empanelment documentation and collaborate with relevant teams to ensure the completion of the empanelment process. Maintain regular communication with clients, providing updates on pending tasks and activities, ensuring high levels of satisfaction and trust. Take charge and lead independently on all client-related activities/requirements and discuss portfolio actions with senior management. Support internal research teams in performing product analysis and tracking market trends that may impact client portfolios. Coordinate with internal and external teams (banks, mutual fund houses, agencies) to collate required information and manage documentation effectively. Prepare the monthly brokerage report, including key metrics, updates on client activity, and financial results. Preferred Candidate 3 to 5 years in Similar Role. Proficient in MS Office skills, especially Advanced Excel. Ability to collaborate with other cross functional teams. Attention to detail and should have a systematic approach. Must be self-motivated, flexible and able to manage multi-tasks under pressure. Language Candidate should be proficient in English & Hindi. Qualification Postgraduate in commerce (MBA, Engineering + MBA etc). Preferably, they should have good performance in Higher Schooling - 10th & 12th Standard. Previous experience in relationship management, operations, or portfolio management is preferred. Strong understanding of financial products, transactions, and market dynamics. Excellent organizational skills with the ability to track and manage multiple tasks simultaneously. Strong communication skills, both written and verbal, with the ability to liaise effectively with internal teams and clients. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Knowledge of PMS, tax filings, and portfolio reviews is a plus. Job Types: Full-time, Permanent Pay: Up to ₹720,000.00 per year Benefits: Health insurance Education: Master's (Required) Experience: Service RM: 3 years (Required) Wealth management: 3 years (Required) Family Office: 3 years (Required) Customer relationship management: 3 years (Required) Language: Hindi (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Work Location: In person