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WEALTH MANAGER-SENIOR MANAGER

Job Responsibilities Will Include:

Prepare Family office proposals
Conduct Periodic portfolio reviews
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

Location: Bangalore

Job Type: Full-time, Permanent

Important Notice:

At Right Horizons, your safety and security are important to us. To protect your interests, we urge you to only reach out to us through the verified contact accounts listed on our official website www.righthorizons.com.

Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels.

Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.

If you come across any suspicious activity claiming association with Right Horizons, please report it immediately to
complianceofficer@righthorizons.com or rachna@righthorizons.com.

Thank you for your cooperation and vigilance

Financial Planning and advisory

Private Wealth Management

Family Office Services

Distribution

PMS

Valued in every way

WEALTH MANAGER-SENIOR MANAGER

Job Responsibilities Will Include:

Required Skills, Experience and Certification

Location: Bangalore Job Type: Full-time, Permanent

Financial Planning
and advisory

Valued in
every way

Location: Bangalore

Job Type: Full-time, Permanent