Right Horizons
Website:
righthorizons.com
Job details:
🚀 Job Role: Financial Planner
📍 Location: Bangalore, Karnataka (Bangalore candidates preferred)
💼 Experience: 2 – 5 years
🕒 Employment Type: Full-time
🏢 Department: Analyst
📌 Work Mode: On-site (6 days working)
About the Role
We are looking for a highly motivated and detail-oriented Service Relationship Manager/Financial Planner to join our team in Bangalore. This role is ideal early-career professionals who are passionate about financial planning, investment analysis, and client portfolio management.
As part of our wealth team, you will gain hands-on exposure to portfolio tracking, budgeting, client interactions, and core financial reporting tools. This is an excellent opportunity to build a strong foundation in wealth management and advisory services.
Key Responsibilities
∙ Assist in goal-based financial planning and investment advisory for clients
∙ Track and maintain client portfolios and prepare periodic performance reports
∙ Support senior planners in creating investment strategies and planning presentations
∙ Perform research and data analysis to support investment decisions
∙ Work closely with clients and internal teams for documentation, query resolution, and meeting coordination
∙ Ensure compliance with internal processes and maintain data accuracy in financial systems
Must-Have Skills & Experience
∙ Wealth products working knowledge – product recommendations till onboarding
∙ Proficiency in MS Excel (pivot tables, charts, lookups); exposure to financial tools or software is a plus. Having Agentic AI skills will be unique advantage
∙ Strong analytical and communication skills
∙ Ability to work collaboratively in a dynamic team environment
∙ Eagerness to learn and take ownership of assigned tasks
∙ Professional behavior with a client-first mindset
Preferred Qualification
∙ Bachelor’s degree in finance, Accounting, Commerce, Economics, or a related field (e.g., B.Com, BBA, BMS)
∙ Postgraduate in Finance/CFP
∙ NISM Series X-A certification is a plus
📩 Share the CV to: hr@righthorizons.com
Click on Apply to know more.