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ealth Advisor W

e’re hiring Junior/Senior- Wealth Advisors.

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

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ob Location – Bangalore (Hybrid)

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eporting to – Director

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ey Responsibilities

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- reating and managing tailor-made portfolios for clients that meet their financial needs and requirements
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- roviding timely and sound financial advice to maximize client benefits
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- nsuring active client engagement and participation in financial planning through aftersales service and client outreach
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- enerating revenues by aligning appropriate financial instruments to meet client’s financial goals
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- cquiring new clients through referrals and innovative marketing initiatives
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- epresenting the organization in public and corporate-sponsored events
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ualifications –

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- ostgraduate in any discipline
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- inimum 3 years of industry experience
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- ertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
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equired Skills

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- xcellent communication, interpersonal and listening skills
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- apability to explain complex information in a simple manner
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- bility to network and establish relationships with clients
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- esearch and analytical skills
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- egotiation and influencing skills as well as determination and tenacity
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- trong entrepreneurial drive
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- illingness to try recent ideas and take calculated risks
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- bility to engage with people and build deep and high-quality relationships
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enefits

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- rowth and learning opportunities, working with the best financial advisors in the industry
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- lexible work hours & Hybrid model
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- culture high on ethics and people focus, with opportunities for growth and development
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- n opportunity to work in a high impact role
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- ompetitive remuneration and incentive structure
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lease send your resumes to [email protected] and be part of an organization that is on a
high growth trajectory!

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