JD – Senior Wealth Manager
About Us - PeakAlpha is an award winning, SEBI-registered Financial Advisor, Wealth Manager and Mutual Fund Distributor, driven by one credo: to respect and manage others’ money as we would our own. Twenty-one years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.
In these days of advancing technologies and artificial intelligence, PeakAlpha is firmly committed to the principle that human engagement between clients and advisors is essential to helping our clients achieve their life's most cherished dreams and goals. As the primary point of contact for our customers, our advisors therefore are responsible for their well-being and satisfaction.
With 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.




PeakAlpha has always been guided by adherence to ethical business practices and customer-oriented team players. We employ the best possible financial advisory processes and tools to transform lives.
Job Location – Bangalore (Hybrid)
Reporting to – Vice President (Advisory)
Key Responsibilities -
· Own and grow a book of HNI and UHNI client relationships, serving as the trusted primary advisor on all wealth matters.
· Design and manage bespoke, goal-based portfolios and holistic wealth plans across equity, debt, alternates and insurance, aligned to each client’s risk profile, liquidity needs and long-term objectives.
· Provide timely and sound advice on asset allocation, tax-productive investing, retirement, succession and intergenerational wealth transfer, working with in-house specialists and external tax, legal and estate advisors.
· Drive new client acquisition and AUM growth by originating prospects through referrals, networking and centres of

📌 Senior Wealth Manager (Bengaluru)
🏢 PeakAlpha
📍 Bengaluru