Wealth Manager

Job Title : Client Manager

Position Summary

As a Client Manager at Foresight, you will serve as a strategic relationship partner to our clients — leading knowledge-driven conversations and ensuring a deeply personalized and premium experience. You will represent the firm’s thinking, philosophy, and value proposition in a way that builds long-term trust, drives referrals organically, and increases client wallet share through genuine value creation.

In this role, you will collaborate closely with the Investment, Client Service and external teams to provide context, clarity, and strategic interpretation of market events and portfolio outcomes. You will be accountable for deepening client engagement, elevating the quality of advisory dialogue, and expanding the relationship depth across families we serve.

This role is ideal for professionals who combine relationship intelligence with sound knowledge of personal finance — and who are passionate about serving families with integrity, insight, and long-term stewardship.

Location : Bangalore

Roles & Responsibilities

Lead Management

• Handle leads efficiently, ensuring a smooth and timely conversion.
• Conduct initial discussions to understand client needs and effectively communicate the firm’s value proposition.
• Ensure a seamless onboarding experience by working closely with internal teams.

Client Engagement

Client Servicing

Growth and Opportunity Development

Product & Portfolio Knowledge

Skills & Competencies

Minimum Qualifications

Company Profile

Foresight Family Office is a leading multi-family office serving affluent families in India and across the globe. Headquartered in Bangalore, we are dedicated to simplifying finance and empowering our clients with reliable, knowledge-driven, and personalized financial solutions.

Over the years, we have built a comprehensive suite of offerings that extend beyond investment management to include estate and succession planning, tax advisory, real estate transaction support, and bespoke concierge services.

Our philosophy is rooted in excellence, integrity, client centricity, and ownership — values that guide every interaction and decision we make. By combining deep domain expertise with a transparent and conflict-free approach, we ensure that each family we serve can confidently achieve their long-term goals and preserve their legacy across generations.

To Apply : Please write to us at hr@foresightfos.com