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ortfolio Assistant A

bout 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. P

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

ith 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. P

eakAlpha 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. J

ob Location – Bangalore (Hybrid) R

eporting to – Wealth Advisor K

ey Responsibilities –

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- ork with the Wealth Advisors on fulfilling the service and redemption requests
A
- ssist in writing and sending customer reports
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- upport the organization expansion by working on procuring workshops,



arranging and organizing the same.
S
- upport the Wealth Advisor set up initial discussion for potential leads
S
- hadow 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
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ualifications –

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- BA (preferably in Finance)
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equired Skills-

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- een interest to learn and grow as a financial advisor
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- xcellent communication, interpersonal and listening skills
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- ttention to detail
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- esearch and analytical skills
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- bility to engage with people and build deep and high-quality relationships
B

enefits – A

- n opportunity to receive formal training from the best financial advisors in the industry
G
- rowth opportunity within the company
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- lexible work hours & Hybrid model
A
- culture high on ethics and people focus, with opportunities for advancement and development
A
- n chance to work in a high impact role
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- ompetitive remuneration and incentive structure
*

*Please send your resumes to [email protected] and be part of an organization that is on a
high growth trajectory! ** *

📌 Portfolio Assistant (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru