Portfolio Assistant

As a Portfolio Assistant at PeakAlpha, an award-winning wealth management company based in Bangalore, you will have the opportunity to work with India's best financial advisors and learn what it takes to excel in this dynamic industry. Your role will involve making a real difference in transforming people's lives by ensuring their financial health and happiness. You will work ethically and productively, safeguarding your clients" money as if it were your own, allowing you to sleep in peace every night. At PeakAlpha, you will have the flexibility to work hours that suit your lifestyle while still achieving your goals. You will never stop learning and having fun with regular team offsites, fostering a culture of continuous growth and enjoyment in your role. Working in the heart of Bangalore, you will stay connected to the city's vibrant atmosphere and buzz. Your responsibilities as a Portfolio Assistant will include working closely with Wealth Advisors to fulfill service and redemption requests, assist in writing and sending customer reports, and support the organization's expansion efforts through workshops and lead generation. You will shadow Wealth Advisors in their day-to-day activities, customer reviews, and meetings to gain a deep understanding of PeakAlpha's processes and customer relationship management. To qualify for this role, you should have an MBA, preferably in Finance, and possess a keen interest in learning and growing as a financial advisor. Strong communication, interpersonal, and listening skills are essential, along with attention to detail, research, and analytical capabilities. Building and maintaining deep, high-quality relationships with clients is a key aspect of this position. Joining PeakAlpha as a Portfolio Assistant offers numerous benefits, including formal training from industry-leading financial advisors, growth opportunities within the company, flexible work hours in a hybrid model, and a culture focused on ethics and people. You will be part of a high-impact role with competitive remuneration and incentives, providing ample opportunities for advancement and development. If you are ready to be part of an organization that is on a high-growth trajectory and values equality and diversity, please send your resumes to careers@peakalpha.com and embark on a rewarding career journey with us.,