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 prospect 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)
Robust 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

Work Location: In person

📌 Wealth Manager Gurugram (India)
🏢 Alpha Capital
📍 India