Peak Alpha

Bangalore – – 30/10/2021

Salary – 5 LPA (fixed + variable)

Job Title

Wealth Advisors

Company Profile

  • Wealth management and financial advisory

Job Profile & Responsibilities

  • Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements.
  • Providing timely and sound financial advice to maximize client benefits.
  • Ensuring active client engagement and participation in financial planning through after sale service and client outreach.
  • Generating revenues through aligning appropriate financial instruments to meet client’s financial goals.
  • Acquiring new clients through referrals and innovative marketing initiatives.
  • Representing the organization in public and corporate sponsored events.

Preferred Qualifications

  • Post Graduate in any discipline

Desired Candidate Profile

  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationship with clients
  • Research and analytical skills
  • Negotiation and influencing skills as well as determination and tenacity

Additional Details

  • Strong entrepreneurial drive
  • Willingness to try new ideas and take calculated risks
  • Ability to engage with people and build deep and high quality relationships
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