Job highlights
MBA (preferably in Finance)
Required Skills-

Job Location Bangalore (Hybrid)

Reporting to Wealth Advisor

Key Responsibilities
Work with the Wealth Advisors on fulfilling the service and redemption requests
Assist in writing and sending customer reports
Support the organization expansion by working on procuring workshops, arranging and organizing the same.
Support the Wealth Advisor set up initial discussion for potential leads
Shadow the Wealth Advisor in his/her day-to-day activities, customer reviews and meetings to understand in depth, Peak Alphas process and Customer Relationship Management

Qualifications
MBA (preferably in Finance)

Required Skills-
Keen interest to learn and grow as a financial advisor
Excellent communication, interpersonal and listening skills
Attention to detail
Research and analytical skills
Ability to engage with people and build deep and high-quality relationships

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Portfolio Assistant Bengaluru
🏢 PeakAlpha
📍 Bengaluru