Wealth Management Analyst

12 hours ago


west bengal, India PDM Investment & Trading Company Pvt. Ltd. Full time

Analyst – 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 investments with clarity and confidence. Who We're Looking ForWe'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 DoSupport client servicing and portfolio managementAssist in evaluating and distributing investment productsConduct market research and prepare client-ready reportsLearn the ropes of wealth advisory through hands-on exposureHelp maintain operational and compliance standardsWhat You BringA degree in finance, economics, business, or related fieldBasic knowledge of investment products (even if not all — we'll teach you)Strong communication and interpersonal skillsA proactive attitude and willingness to take ownershipIntegrity, discretion, and a client-first mindsetWhy Join UsWork directly with experienced professionals and high-net-worth clientsLearn fast in a close-knit, high-trust environmentExposure to a wide range of financial products and strategiesGrowth opportunities in a firm that values initiative and loyalty



  • west bengal, India PDM Investment & Trading Company Pvt. Ltd. Full time

    Analyst – 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...


  • west bengal, India PDM Investment & Trading Company Pvt. Ltd. Full time

    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...


  • Kolkata, West Bengal, India, West Bengal PDM Investment & Trading Company Pvt. Ltd. Full time

    Analyst – 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...


  • Kolkata metropolitan area, West Bengal, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...

  • Account Manager

    1 week ago


    west bengal, India Anand Rathi Wealth Limited Full time

    Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...


  • Kolkata, West Bengal, India Bhavyansh Infotech Full time

    Join Our Elite Wealth Management Team Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team where innovation meets excellence If you have a passion for building strong client relationships and delivering tailored wealth solutions this is your opportunity to make...

  • Wealth Manager

    2 weeks ago


    Kolkata, West Bengal, India, West Bengal Motilal Oswal Financial Services Ltd Full time

    Company 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....

  • Account Manager

    2 weeks ago


    Kolkata, West Bengal, India, West Bengal Anand Rathi Wealth Limited Full time

    Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...


  • Kolkata, West Bengal, India, West Bengal Green Lane Talent Management Full time

    Private Banking Team Head - Eastern India (Playing Captain)Location: Kolkata, IndiaJob Overview:We are seeking an experienced and dynamic Private Banking Team Head in a 'Playing Captain' role to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch,...


  • Baidyabati, West Bengal, India My Placement Management Consultants Full time

    Job Title Business Analyst MaintenanceLocation Kolkata Industry Logistics Commercial Vehicles Experience 1 to 3 Years Qualification ITI Diploma BE B Tech Mechanical Automobile or related field Salary xe2x82xb92 4 xe2x82xb93 6 LPA We are looking for a proactive and detail-oriented Business Analyst Maintenance to join our team in Kolkata The ideal candidate...