Wealth Management Analyst
21 hours ago
Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence. Who We're Looking For We’re not just hiring a resume — we’re looking for someone street-smart, curious, and eager to learn. If you have a basic understanding of finance and investment products, and you're hungry to grow in this space, we want to meet you. What You'll Do Support client servicing and portfolio management Assist in evaluating and distributing investment products Conduct market research and prepare client-ready reports Learn the ropes of wealth advisory through hands-on exposure Help maintain operational and compliance standards What You Bring A degree in finance, economics, business, or related field Basic knowledge of investment products (even if not all — we’ll teach you) Strong communication and interpersonal skills A proactive attitude and willingness to take ownership Integrity, discretion, and a client-first mindset Why Join Us Work directly with experienced professionals and high-net-worth clients Learn fast in a close-knit, high-trust environment Exposure to a wide range of financial products and strategies Growth opportunities in a firm that values initiative and loyalty
-
Wealth Management Analyst
2 weeks ago
Kolkata, West Bengal, India, West Bengal PDM Investment & Trading Company Pvt. Ltd. Full timeAnalyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...
-
Wealth Manager
3 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). Our strength lies in our Research & Advisory Services,...
-
Wealth Manager
7 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...
-
Wealth Management Advisor
2 weeks ago
Kolkata, India SMIFS LIMITED Full timeJob Description Company Description SMIFS Limited, established in 1993, provides a comprehensive range of financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and other financial distribution services such as Mutual Funds, IPOs, and FPOs. With a strong pan-India...
-
Wealth Manager
5 days ago
Kolkata, West Bengal, India Navya Nexus Pvt Ltd Full timeCompany DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...
-
Wealth Manager
7 days ago
Greater Kolkata Area, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993 and re-envisioned under the leadership of Mr. Rahul Kayan, offers a comprehensive range of financial services. These include Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, as well as Depository and Distribution services such as Mutual...
-
Analyst - Wealth Management
3 weeks ago
Kolkata, India BankKeeping Full timeJob Description Mission Deliver high-quality investment research, portfolio insights, and product recommendations by analyzing wealth management products, monitoring market movements, and supporting client advisory teams with data-backed decisions. Key Outcomes (What Success Looks Like)1. Market & Product Research - Analyze and recommend suitable wealth...
-
Relationship Manager
2 weeks ago
Greater Kolkata Area, India Novus Wealth Full timeAbout Novus WealthNovus Wealth is a modern wealth management firm dedicated to helping individuals and families build, manage, and grow their wealth through expert-led investment strategies. We combine insightful financial planning with access to top-performing mutual funds and investment products—ensuring every client enjoys a seamless and transparent...
-
Wealth Manager
3 weeks ago
Kolkata, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile- Relationship Manager / Wealth Manager Key Responsibilities:1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3....
-
Wealth Manager
3 weeks ago
Kolkata, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile - Relationship Manager / Wealth Manager Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients....
