Senior Wealth Manager

PeakAlpha Investment Services P Ltd.; Bengaluru; Híbrido; INR 1 200 000 - 1 800 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid model

Competitive remuneration

Clear path to leadership

Resumo da oferta

PeakAlpha Investment Services P Ltd. in Bengaluru seeks an accomplished Senior Wealth Advisor to own and grow a book of HN I/UHN I clients, design bespoke wealth plans, and lead a team of portfolio analysts.

You will provide asset allocation guidance and retention-oriented service to high-net-worth clients. You will drive tax-efficient investing, intergenerational wealth transfer and advisory excellence while mentoring staff, expanding relationships, and ensuring compliance with SEBI/AMFI norms

Qualificações

• Postgraduate degree; MBA / PGDM in Finance or equivalent preferred.
• Certified Financial Planner (CFP) along with NISM Series X-A and X-B certifications; CFA is an added advantage.
• Minimum 8 years of experience in Financial Advisory/Wealth Management, including at least 5 years in a senior advisory or relationship role.

Responsabilidades

• Own and grow a book of HNI and UHNI client relationships, serving as the trusted primary advisor on all wealth matters.
• Design and manage bespoke, goal-based portfolios and holistic wealth plans across equity, debt, alternates and insurance, aligned to each client’s risk profile, liquidity needs and long-term objectives.
• Provide timely and sound advice on asset allocation, tax-efficient investing, retirement, succession and intergenerational wealth transfer, working with in-house specialists and external tax, legal and estate advisors.
• Drive new client acquisition and AUM growth by originating prospects through referrals, networking and centres of influence (chartered accountants, lawyers, business owners and corporate leaders), and own the pipeline from first meeting to onboarding.
• Represent the organization at public, client and corporate-sponsored events, and conduct workshops in organizations as part of the go-to-market strategy.
• Build, mentor and lead a team of Portfolio Analysts by setting targets, coaching on advisory and acquisition skills, and reviewing performance.

Conhecimentos

Client relationship

Communication

Leadership

Business development

Portfolio management

CXO engagement

Negotiation

Formação académica

MBA/PGDM in Finance

CFP with NISM X-A/X-B

CFA (advantage)

Descrição da oferta de emprego

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. As the primary point of contact for our customers, our advisors therefore are responsible for their well-being and satisfaction.

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.

PeakAlpha has always been guided by adherence to ethical business practices and customer-oriented team players. We employ the best possible financial advisory processes and tools to transform lives.

Reporting to – Vice President (Advisory)

Key Responsibilities

• Own and grow a book of HNI and UHNI client relationships, serving as the trusted primary advisor on all wealth matters.
• Design and manage bespoke, goal-based portfolios and holistic wealth plans across equity, debt, alternates and insurance, aligned to each client’s risk profile, liquidity needs and long-term objectives.
• Provide timely and sound advice on asset allocation, tax-efficient investing, retirement, succession and intergenerational wealth transfer, working with in-house specialists and external tax, legal and estate advisors.
• Drive new client acquisition and AUM growth by originating prospects through referrals, networking and centres of influence (chartered accountants, lawyers, business owners and corporate leaders), and own the pipeline from first meeting to onboarding.
• Represent the organization at public, client and corporate-sponsored events, and conduct workshops in organizations as part of the go-to-market strategy.
• Build, mentor and lead a team of Portfolio Analysts by setting targets, coaching on advisory and acquisition skills, and reviewing performance.

Qualifications & Experience

• Postgraduate degree; MBA / PGDM in Finance or equivalent preferred
• Certified Financial Planner (CFP) along with NISM Series X-A and X-B certifications; CFA is an added advantage.
• Minimum 8 years of experience in the Financial Advisory/ Wealth Management industry, including at least 5 years in a senior advisory or relationship role.
• 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.
• Demonstrated track record of growth, customer relationship management & client retention.
• Prior experience leading or mentoring a team is highly desirable.

Required Skills

• Excellent communication, interpersonal and listening skills, with the presence to engage CXOs, business owners and family offices.
• Capability to explain complex information in a simple manner.
• Strong network and ability to build and sustain trust-based, long-term relationships with HNI/UHNI clients.
• Consultative selling and business development skills with a proactive mindset towards client acquisition.
• Research, analytical and portfolio management skills.
• Negotiation and influencing skills as well as determination and tenacity.
• Leadership and people management skills, with the ability to coach and inspire a team.
• Strong entrepreneurial drive, with ownership of business outcomes and willingness to take calculated risks.
• Sound understanding of regulatory and compliance requirements in wealth management (SEBI, AMFI, KYC/AML)

Benefits

• A senior, high-impact role with ability to build deep client relationships in an environment based on ethics and customer centricity, where what is right for the customer is right for the company
• Growth, early responsibility and a clear path to leadership, working with the best financial advisors in the industry
• Competitive remuneration and incentive structure
• A culture high on ethics and people focus, with flexible work hours & Hybrid model

***We are an Equal opportunity employer***