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 advantages
- 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 recent 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 [email protected] and be part of an organization that is on
a high growth trajectory!

We are an Equal opportunity employer

📌 Wealth Advisor (India)
🏢 peakalpha investment services
📍 India