Wealth Management Analyst

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