Wealth Advisor PeakAlpha Investment Services Pvt. Ltd.
PeakAlpha Investment Services Pvt. Ltd.
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Karnataka
Skills: Interpersonal Skills, Networking, relationship building, Analytical skills, Negotiation skills, Excellent communication, listening skills, research skills, Influencing Skills, Entrepreneurial Drive
About PeakAlpha Investment Services Pvt. Ltd.
Job Description
WORK WITH INDIAS BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming peoples 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 Were hiring Junior/Senior- Wealth Advisors. Heres your chance to work with Indias # 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 clients 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 Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! We are an Equal opportunity employer,