Peak Alpha Investment Services Pvt Ltd

Bangalore- – 7/12/2022

Salary – Upto 15 Lpa

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.

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