Financial Planning Associate

Analyst Wealth Management | Kolkata, India

Location: Kolkata, India

Type: Full-time

Experience: 02 years

Industry: Financial Services / Wealth Management

About Us

Were 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 For

Were not just hiring a resume were 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 standards

What You Bring

• A degree in finance, economics, business, or related field
• Basic knowledge of investment products (even if not all well teach you)
• Strong communication and interpersonal skills
• A proactive attitude and willingness to take ownership
• Integrity, discretion, and a client-first mindset

Why 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