Careers

Working at Right Horizons

Wish to work as a Certified Financial Planner at Right Horizons?

Right Horizons is like a close family where all members across all levels are treated with due respect. Being part of this family – helping, caring and sharing is an integral part and parcel of our company. We are a FLAT organization and have an open door policy- any one can meet the CEO! We try an inculcate the habit of “Customer First” which is a very important value for our organization. There is considerable effort we put in to develop our employees.

We have a vision for each and every employee in our organization as much as they have for themselves! We encourage each individual to themselves do what they recommend to a customer – just as the founders/management team do.

Every member is encouraged to have a long term vision and work towards achieving the unachievable, without compromising on integrity

We Believe

The Right Horizons values are based on TRUST which we believe is the Foundation of our business

Transparency & Integrity
Robust Technology
Unbiased Advice
Service
Timely
career opportunities at Right Horizons

Opportunities For Every Career Stage

Every member is encouraged to have a long term vision and work towards achieving the unachievable, without compromising on integrity.

Wish to work as a Certified Financial Planner at Right Horizons? Upload your CV below along with your details and we shall get back to you soon.

Open Positions

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

Job Responsibilities will include:

  • Actively sourcing and prospecting for potential clients
  • Should be responsible for 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 & 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

  • Graduation in any field; MBA in Finance would be added advantage
  • 4+ Years of experience

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

Job Responsibilities will include:

  • Actively sourcing and prospecting for potential clients
  • Should be responsible for 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 & 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

  • Graduation in any field; MBA in Finance would be added advantage
  • 4+ Years of experience

Personal Attributes

  • Good Interpersonal
  • Sound Knowledge in Financial Instrument.
  • Ambitious and willing to work hard to achieve targets.
  • Ability to work individually

Life at Right Horizons

Our contrarian approach coupled with a single focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns.