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 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)

- Strong 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 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

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

Work Location: In person

📌 Wealth Manager (Baner)
🏢 Alpha Capital
📍 Baner