Wealth Manager

Job description

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity)

Location: Kolkata
Experience: Minimum 1 year in wealth management/investment advisory
Industry: Wealth Management / Financial Advisory / Investment Products

About the Role

We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory, particularly in PMS, AIFs, SIPs, and equity portfolios.

If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha.

Key Responsibilities

• Engage with HNI clients to understand their financial goals and risk preferences
• Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities
• Assist in onboarding and documentation for all investment products
• Conduct portfolio reviews and ensure timely communication and follow-ups
• Coordinate with internal teams to ensure seamless transaction execution and service delivery
• Stay updated on market trends, product launches, and regulatory changes
• Build and maintain strong, trust-based client relationships

Who We're Looking For

• 1 to 4 years of experience in investment advisory / wealth management / broking / AMC
• Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes)
• Strong communication skills in English + Bengali or Hindi
• Proficiency in CRM, MS Excel/Google Sheets, and email communication
• NISM VA/MB, MBA/CFP/CFA preferred but not mandatory
• Strong ethical values, client-first mindset, and career ambition in wealth management

Why Join Alpha

• Be part of a fast-growing, client-first wealth platform
• Get access to open architecture, premium investment products, research & tools
• Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation
• Competitive fixed + variable payout with long-term growth path
• Based in Kolkata with full support from central investment, research, and operations teams

Job Type: Full-time

Pay: ₹360,000.00 - ₹1,200,000.00 per year

Schedule:

• Day shift

Work Location: In person

Speak with the employer
+91 7042231989