01Overview
Wealth Managers
Locations: Mumbai
Experience: 35 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. Youll 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
* Bachelors degree required; MBA/Finance/CA qualification preferred
* 35 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 .
