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. 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.
We employ the best possible financial advisory processes and tools to transform lives.
Job Location – Bangalore (Hybrid)
Create and manage tailor-made portfolios for clients that meet their financial needs and requirements
Provide timely and sound financial recommendations to maximize client benefits
Generate revenue by aligning appropriate financial instruments to meet client's financial goals. Represent the organization in public and corporate-sponsored events
Graduate in any discipline, post-graduation will be an added advantage
- Certified Financial Planner (CFP) I Certifications in NISM X-A and X-B is a strong added advantage
- Minimum 3 years of experience in financial services industry
- ·Private wealth experience: proven experience in private wealth management, wealth advisory or private banking, with hands-on exposure to bespoke portfolio construction and multi-asset advisory.
Ability to engage with people and build deep and high-quality relationships
An opportunity to receive formal training from the best financial professionals in the industry
Growth chance within the company
Flexible work hours & hybrid model
A culture high on ethics and people focus, with opportunities for advancement and development