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

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 solid, 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:
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 quick-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

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

Work Location: In person

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