Portfolio Assistant

2 days ago

Bengaluru, India PeakAlpha Investment Services Pvt. Ltd. Full time

WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and still achieve all your goals NEVER STOP LEARNING AND HAVING FUN with our regular team offsites WORK IN THE HEART OF BANGALORE and stay current with its buzz COUNT ON 5000 CLIENTS who bless us each day and whose back we have

Portfolio Assistant

**About Us** - PeakAlpha is an award winning, SEBI-registered, wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Seventeen years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

People are at the center of what we do because money ultimately must work for people and help them realize their goals.

With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers - from high-net-worth individuals to those starting on their professional journeys, families and individuals.

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

Job Location - Bangalore (Hybrid)

Reporting to - Wealth Advisor

**Key Responsibilities -**
- Work with the Wealth Advisors on fulfilling the service and redemption requests
- Assist in writing and sending customer reports
- Support the organization expansion by working on procuring workshops, arranging and organizing the same.
- Support the Wealth Advisor set up initial discussion for potential leads
- Shadow the Wealth Advisor in his/her day-to-day activities, customer reviews and meetings to understand in depth, Peak Alpha’s process and Customer Relationship Management

**Qualifications -**
- MBA (preferably in Finance)

**Required Skills-**
- Keen interest to learn and grow as a financial advisor
- Excellent communication, interpersonal and listening skills
- Attention to detail
- Research and analytical skills
- Ability to engage with people and build deep and high-quality relationships

**Benefits -**
- An opportunity to receive formal training from the best financial advisors in the industry
- Growth opportunity within the company
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for advancement and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure

a high growth trajectory**

**We are an Equal opportunity employer

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