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4 Right Horizons Financial Services Jobs

WEALTH MANAGER-SENIOR MANAGER

2-4 years

Bangalore / Bengaluru

1 vacancy

WEALTH MANAGER-SENIOR MANAGER

Right Horizons Financial Services

posted 2mon ago

Job Role Insights

Flexible timing

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

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    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
    27% 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 7 employees
    60%
    100%
    80%
    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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