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Right Horizons Financial Services

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2.9

based on 7 Reviews

2 Right Horizons Financial Services Wealth Manager Jobs

WEALTH MANAGER-JUNIOR/SENIOR - Right horizons

Right Horizond Advisory

2.9

based on 7 Reviews

2-10 years

Kolkata

1 vacancy

WEALTH MANAGER-JUNIOR/SENIOR - Right horizons

Right Horizons Financial Services

posted 4mon ago

Job Role Insights

Flexible timing

Key skills for the job

Software Configuration Management Finance Salesforce Investment Banking Legal Advisory Penetration Testing

+ 3 more

Job Description

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together.

Job Responsibilities Will Include:

Actively sourcing and prospecting for potential clients.
Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients.
Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
Reviewing and monitoring clients financial progress and status regularly. The candidate should possess first class interpersonal and communication skills.
Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
Proactive learning and self development initiatives to understand the latest product offerings in the market.
Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients).
Key performance indicators on activity, sales persistency by developing, formulating and implementing specific sales plans to achieve targets.

Qualification Requirements

MBA in Finance would be added advantage.

Exp. 2 to 10 years.

Sound Knowledge in Financial Instrument.

Ambitious and willing to work hard to achieve targets.

Ability to work individually

Employment Type: Full Time, Permanent

Read full job description

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