01Overview
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 preferencesRecommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and EquitiesAssist in onboarding and documentation for all investment productsConduct portfolio reviews and ensure timely communication and follow-upsCoordinate with internal teams to ensure seamless transaction execution and service deliveryStay updated on market trends, product launches, and regulatory changesBuild and maintain strong, trust-based client relationshipsWho We're Looking For
1 to 4 years of experience in investment advisory / wealth management / broking / AMCHands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes)Strong communication skills in English + Bengali or HindiProficiency in CRM, MS Excel/Google Sheets, and email communicationNISM VA/MB, MBA/CFP/CFA preferred but not mandatoryStrong ethical values, client-first mindset, and career ambition in wealth managementWhy Join Alpha
Be part of a fast-growing, client-first wealth platformGet access to open architecture, premium investment products, research & toolsLearn from experienced professionals in PMS, AIF, Family Office, and asset allocationCompetitive fixed + variable payout with long-term growth pathBased in Kolkata with full support from central investment, research, and operations teamsJob Type: Full-time
Compensation: 360,000.00 - 1,200,000.00 per year
Work Location: In person .
