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Alpha Capital
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Wealth Manager (Experienced)

Wealth Manager (Experienced)

Alpha Capital

1 - 2 years

3 Lacs

Kolkata

Posted:1 day ago| Platform:

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Skills Required

Mutual Funds Investment Advisory Wealth Management Portfolio Management PMS HNI Acquisition Financial Advisory HNI Client Handling Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity)

Location:

About the Role

client-facing Wealth Manager

holistic wealth solutions

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
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

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