Wealth Manager

You will be joining a prestigious financial advisory firm, Right Horizons, as a Wealth Manager based in Coimbatore. Right Horizons has a strong presence in major cities like Bangalore, Mumbai, New Delhi, Chennai, and Pune, with over 19 years of experience managing assets worth more than Rs 2500 crore. The firm is dedicated to meeting various personal finance requirements, taking into account taxation implications and optimizing investments. As a Wealth Manager, your primary responsibility will be to offer financial planning services, manage investments, and deliver holistic financial guidance to clients. Your daily tasks will involve handling client portfolios, recognizing viable investment prospects, keeping track of financial markets, and ensuring that clients" financial objectives are achieved. To excel in this role, you should possess skills in Financial Planning, Investment Management, and Investments along with a background in Finance and Insurance. Strong analytical and problem-solving abilities are essential, coupled with effective communication and interpersonal skills. You must demonstrate a proven track record of establishing and nurturing client relationships. Prior experience in wealth management or related fields will be advantageous. A Bachelor's degree in Finance, Economics, Business, or a related discipline is required to qualify for this position.,