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Right Horizons Financial Services

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3.4

based on 8 Reviews

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1 Right Horizons Financial Services Job

WEALTH MANAGER-SENIOR MANAGER

Right Horizond Advisory

 · 

3.4

 based on 8 Reviews

2-4 years

Bangalore / Bengaluru

1 vacancy

WEALTH MANAGER-SENIOR MANAGER

Right Horizons Financial Services

posted 5mon ago

Job Role Insights

Flexible timing

Key skills for the job

Investment Banking Excel Legal Advisory Taxation NISM Wealth Management

+ 2 more

Job Description

  • Provide portfolio analysis and recommendations
  • Prepare customized portfolio reports on a bespoke basis
  • Provide reporting and tax support
  • Ensure of investment activities and reporting
  • Be part of the FO client discussions where required
  • Be available on time to support on last minute engagements
    • Required Skills, Experience and Certification
    • CFP/CWM certified or pursuing/NISM Advisory certification
    • 2-4 years of experience in Wealth management industry preferably in FO setup
    • Fair understanding of MFs, PMS, AIF, Insurance, real estate and other products
    • Strong excel and PowerPoint skills
    • Good English Skills both written and communication
    • Passionate to grow in wealth advisory and learn about the markets and industries
    • Ability to adhere to the processes and closure of the assignment

    Employment Type: Full Time, Permanent

    Read full job description

    Prepare for Wealth Manager roles with real interview advice

    What people at Right Horizons Financial Services are saying

    Wealth Manager salary at Right Horizons Financial Services

    reported by 1 employee with 6 years exp.
    ₹8.1 L/yr - ₹10.3 L/yr
    26% more than the average Wealth Manager Salary in India
    View more details

    What Right Horizons Financial Services employees are saying about work life

    based on 8 employees
    67%
    100%
    83%
    100%
    Flexible timing
    Monday to Saturday
    Within city
    Day Shift
    View more insights

    Right Horizons Financial Services Benefits

    Soft Skill Training
    Cafeteria
    Health Insurance
    Free Transport
    Child care
    Gymnasium +6 more
    View more benefits

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