Peak Alpha Investment Services Pvt Ltd – Senior Wealth Advisor5 min read

Job Title

Senior Wealth Advisor

Company Profile

• Peak Alpha aims to fill a void in the financial markets for unbiased financial advice. Peak Alpha aims to be nothing less than the most trusted name in financial services. We are a different company, driven by our principles and excited about our future. We want to make all who associate with us proud.

Job Profile & Responsibilities

•  New client acquisition and existing client engagement.

• Creating and executing sound financial plans for clients.

• Generating revenues through aligning appropriate financial instruments to meet clients’ financial goals.

• Providing timely and sound financial advice to maximize client benefits.

• Ensuring active client engagement and participation in financial planning through after sales service and client outreach.

• Representing the organization in public and corporate sponsored events.

Preferred Qualifications

• Post graduate in any discipline/Graduate with min 5 years’ relevant experience.
• Certified Financial Planner (CFPCM) / Certifications in NISM X-A and X-B, a plus.
• CWM certification would be an added advantage.

Desired Candidate Profile

• Min 3 years’ experience in a sales-oriented role in the financial service industry.

• Should have handled all types of products – Equity, MF, Insurance, Debt, etc.

• Good analytical skills.

• Excellent communication skills Characteristics for success at Peak Alpha.

• Strong entrepreneurial drive.

• Willingness to try new ideas and take calculated risks.

• Ability to be a guide and advise clients and help them understand the need for and the way to plan their finances.

• Excellent communication skills Reporting to Director, Sales Location Bangalore Travel Minimal within the city.