Job Title

Financial Planner/ Analyst

Job City

Bangalore

Company Profile

RIGHT HORIZONS  is a 16 year old, SEBI registered, boutique, multi -asset financial advisory firm based out of Bangalore advising HNIs in achieving their financial goals.  The team consists of professionals with expertise in Financial planning and Investments. We are one among the pioneers in the contrarian style of investing in wealth managing space. We manage the risk by actively managing and realigning the portfolios and book profits as per the market situations.
RIGHT HORIZONS helps its customers to manage their personal finances and achieve financial goals by helping them to identify appropriate financial instruments through rigorous, unbiased and transparent research. RIGHT HORIZONS executes the financial plans and monitors the portfolio with an aim to maximize returns and achieve the financial goals keeping customer’s risk appetite.

Job Profile & Responsibilities

Looking for passionate people willing to work as Financial Planners with 2 years  Experience
Good analytical and interpersonal skills. A great team player who is self-observant and proactive
Financial Planning: Construct customized Financial Plan with suggestions & analysis of existing financial products.
Aid in queries linked to client’s financial plan and/or portfolio recommendations (like Taxation, investments & customized reports related)
Construction of Model Portfolio as per client risk Profile & time horizon
Reviews: Compilation of various reports like Monthly / quarterly / Capital Gains / Yearly reports
Other reports – Product note / MF analysis report
Assist with relevant activities, as may be needed from time to time

Prefered Qualifications

Should have CFP/NISM Level 1 & 2 Investment Advisor certification and NISM V-A MF certification
Diploma or Bachelor’s or Masters degree in any discipline.

 

Desired Candidate Profile

Relevant work experience of at least 2 years

Additional Details

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Salary Range

Rs. 4,00,000 p.a

How to Apply

hr@righthorizons.com