Wealth Managers

Wealth Managers Locations: Mumbai Experience: 3–5 years Salary: Upto ₹7LPA Industry: Wealth Management About the Role : The company is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify new opportunities, and manage end-to-end investment journeys in the fast-growing private markets ecosystem. This role is ideal for someone who is client-driven, market-aware, and comfortable working with high-value investors. Key Responsibilities * Advise clients on unlisted shares, pre-IPO deals, and private market opportunities * Manage and grow a portfolio of HNI and retail investors * Conduct research on private companies, valuations, deals and market trends * Understand client risk profiles and recommend suitable investment opportunities * Handle end-to-end investment processes: onboarding, documentation, payments, and share transfers * Maintain strong relationships through regular portfolio reviews and follow-ups * Collaborate with internal teams to ensure smooth transaction execution Acquire new clients through networking, references, and outreach Requirements * Bachelor’s degree required; MBA/Finance/CA qualification preferred * 3–5 years of experience in wealth management, broking, investment advisory, or private markets * Strong understanding of equity markets, unlisted shares, and investment products * Excellent communication and relationship-building skills * Ability to analyse financial data and simplify investment concepts for clients * Comfortable with targets, client acquisition, and revenue responsibility Preferred Background * Prior experience handling HNI or UHNI clients * Exposure to private markets, PMS, AIFs, or investment banking * Strong network within banking, broking, or wealth management circles What We Offer * Attractive compensation (Upto ₹7) with incentives * Fast-growing organization in the private-market investing space * Opportunity to work with unique and high-demand products * Strong learning and growth environment * ESOPs for high, subject to management discretion and Incentives (4-5X) for high performers