Wealth Manager Unlisted Shares

Wealth Manager Unlisted Shares We are looking for a client-focused Wealth Manager with 35 years of experience in unlisted shares/private markets. The candidate should have strong market knowledge, excellent relationship management skills, and a proven sales mindset. Key Responsibilities Advise clients on unlisted equity investment opportunities.Generate business through calls, referrals, networking, and existing clients.Build and maintain relationships with HNIs, UHNIs, investors, and channel partners.Understand client requirements and recommend suitable opportunities.Track market trends, company updates, and valuations.Maintain CRM records and achieve business targets. Required Skills Strong knowledge of unlisted shares and private markets.Excellent communication, negotiation, and presentation skills.Strong sales and relationship management abilities.Target-oriented and self-motivated.Proficiency in Excel, PowerPoint, and CRM tools. Preferred Profile 35 years of experience in unlisted shares, wealth management, broking, or investment advisory.Experience handling HNIs/UHNIs and investors.Strong financial market awareness.Ability to work independently and achieve targets. Key Competencies Client Relationship ManagementSales & Business DevelopmentInvestment AdvisoryMarket ResearchNegotiation & ClosingCommunication SkillsTarget Orientation Skills: shares,sales,investment advisory,investment,wealth,communication,b2c,management .