Associate - Research & Client Engagement

We’re growing our boutique wealth management practice in Kolkata! We are looking for an Associate – Research & Client Engagement to join our team and bring fresh ideas to our clients. Location: Kolkata About Us We are a boutique wealth management firm based in Kolkata serving individuals, families, and corporates with personalized financial solutions. With expertise in investment research and portfolio management, we pride ourselves on building long‑term, trust‑based relationships with our clients. Our mission is to provide exceptional service, innovative solutions, and unparalleled client experience. As an Associate – Research & Client Engagement, you will be responsible for: • Conducting market research and analysis to identify trends and opportunities • Developing and maintaining a deep understanding of our clients’ financial goals and objectives • Collaborating with the investment team to develop customized portfolio recommendations • Providing exceptional client service through regular communication and reporting • Staying up-to-date on industry developments, regulatory changes, and best practices in wealth management. If you are passionate about delivering outstanding results, building strong relationships, and growing your career in a dynamic environment, we encourage you to apply for this exciting opportunity.