Job Title:
Wealth Management Analyst
Company: PDM Investment & Trading Company Pvt. Ltd.
Location: Kolkata, West Bengal
Created: 2025-11-16
Job Type: Full Time
Job Description:
Analyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, IndiaType: Full-timeExperience: 0–2 yearsIndustry: Financial Services / Wealth ManagementAbout UsWe’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 ForWe’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 standardsWhat You Bring- A 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 mindsetWhy Join Us- 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