Wealth Advisor

16 hours 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

Wealth Advisor

We’re hiring Junior/Senior
- **Wealth Advisors.**

Here’s your chance to work with India’s # 1 Financial Advisor.

**Job Location** - Bangalore (Hybrid)

**Reporting to** - Director

**Key Responsibilities**
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through aftersales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events

**Qualifications -**
- Postgraduate in any discipline
- Minimum 3 years of industry experience
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B

**Required Skills**:

- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships

**Benefits**
- Growth and learning opportunities, working with the best financial advisors in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for growth 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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