Wealth Management AnalystPDM Investment & Trading Company Pvt. Ltd. • Kolkata, West Bengal, India
Wealth Management Analyst
PDM Investment & Trading Company Pvt. Ltd. • Kolkata, West Bengal, India
13 days ago
Job descriptionA 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 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
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
Why Join Us
Create a job alert for this search
Management Analyst • Kolkata, West Bengal, India
Related jobs
Senior Analyst - Performance Attribution, Malaysia
Invartis Consulting • Kolkata, IN
Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show more
Last updated: 30+ days ago • Promoted
Finance & Research Analyst - 33806
Turing • Kolkata, IN
Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems.
Turing helps customers in two ways : Working with the world’s leading AI...Show more
Last updated: 30+ days ago • Promoted
Senior T24 Developer - Investment Banking
Systems Limited • Kolkata, IN
The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations.
This role involves leading the end-to-end delivery of T24 techni...Show more
Last updated: 14 days ago • Promoted
Mergers and Acquisitions Analyst
Rely Services® • Kolkata, IN
We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers hands-on exposure to private equity–style transactions and is ideal for early...Show more
Last updated: 9 days ago • Promoted
Business Intelligence Analyst
bluCognition • Kolkata, IN
Business Intelligence Analyst - Risk Reporting.Support the team requirements of creating risk reporting for business and risk teams.
Develop foundational skills in understanding the fundamentals of ...Show more
Last updated: 8 days ago • Promoted
Wealth Manager
Motilal Oswal Financial Services Ltd • Kolkata, West Bengal, India
Company Name : Motilal Oswal Financial Services Limit (MOFSL) Location - Ahmedabad, Surat, Vadodara Profile - Relationship Manager Key Responsibilities : 1.
Relationship Manager will be responsibl...Show more
Last updated: 15 days ago • Promoted
SAP Material Management Consultant
Tata Consultancy Services • Kolkata, West Bengal, India
Role : SAP Material Management Consultant.Must Have Technical / Functional Skills.Hands on experience on SAP MM Module.Understanding of SAP PM Module and interaction with SAP MM Module.Should have exc...Show more
Last updated: 13 days ago • Promoted
Wealth Manager
Confidential • Kolkata, India
Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose.We offer tail...Show more
Last updated: 27 days ago • Promoted
Financial Analyst (Paid Consultancy Opportunity)
RONIN Studies • Kolkata, IN
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show more
Last updated: 4 days ago • Promoted
Performance Monitoring & Analytics
Anand Rathi Share and Stock Brokers Ltd • Greater Kolkata Area, India
JOB TITLE – Performance Monitoring & Analytics Reporting Manager – Associate Director.Analyze revenue and cost allocations, verifying accuracy.
Review employee and multi-product performance.Evaluate...Show more
Last updated: 5 days ago • Promoted
Analyst
Exbo Group • Kolkata, West Bengal, India
Exbo Group / Kena International is looking for an exceptional individual to join our transaction services team.This is an opportunity to become an integral member of a rapidly growing business with l...Show more
Last updated: 30+ days ago • Promoted
Hyperion Financial Management Lead Consultant
Sunrise Systems, Inc. • Kolkata, IN
Hyperion Financial Management Lead Consultant.Must have 1-2 years of Hyperion (HFM) experience (Minimum) and hands-on experience with company divestitures (splitting companies, manipulating data).C...Show more
Last updated: 1 day ago • Promoted
Business Analytics Fellowship Associate
HEProAI • Kolkata, IN
Business Analytics Fellowship Associate.The Business Analytics Fellowship Associate will participate in a structured, project-based learning program designed to build foundational and intermediate ...Show more
Last updated: 10 hours ago • Promoted • New!
Wealth Management Advisor
Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show more
Last updated: 30+ days ago • Promoted
Management Consultant - 46022
Turing • Kolkata, IN
Turing is one of the world’s fastest-growing AI companies, working at the frontier of advanced AI systems.We partner with the world’s leading AI labs to advance model capabilities (reasoning, codin...Show more
Last updated: 7 days ago • Promoted
Business Analyst (Finance) - 33806
Turing • Kolkata, IN
Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems.
Turing helps customers in two ways : Working with the world’s leading AI...Show more
Last updated: 30+ days ago • Promoted
Hyperion Financial Management (HFM) Lead Consultant
Radiant Systems Inc • Kolkata, IN
Hyperion Financial Management Lead Consultant.The Hyperion Financial Management (HFM) Lead Consultant will support Client new joint venture by enhancing the on‑premise Oracle EPM / Hyperion Financial...Show more
Last updated: 1 day ago • Promoted
Wealth Management Associate
Anand Rathi Wealth Limited • Kolkata, Republic Of India, IN
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show more
Last updated: 30+ days ago • Promoted