Wealth Management Analyst

2 weeks ago


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 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



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

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