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. We are now expanding our intellectual capital and looking for a dynamic professional to join our team. Role Overview As Associate – Research & Client Engagement , you will contribute to investment research, generate independent insights, and actively participate in client interactions. This role offers the opportunity to work closely with the Principal and play a key part in shaping the firm’s evolution into a collaborative boutique practice. Key Responsibilities: Conduct independent researc...