Job Title: Wealth Manager – Private Market Advisory
Location: BKC, Mumbai, Maharashtra (On‑site)
Working Hours: Monday to Friday, 10:00 AM – 7:00 PM; Saturday (Half‑day)
Experience: 3–5 years
Salary: ₹5,00,000 – ₹6,50,000 per annum + Incentives
About the Role
We are expanding our private‑market advisory team and seeking experienced Wealth Managers with expertise in unlisted shares, pre‑IPO opportunities, and alternative investments. You will advise clients, identify new opportunities, and manage end‑to‑end investment journeys in the fast‑growing private markets ecosystem.
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 valuations, private companies, and market trends
- Assess client risk profiles and recommend suitable investment opportunities
- Handle onboarding, documentation, payments, and share transfers
- Maintain strong client relationships through portfolio reviews and follow‑ups
- Acquire new clients via networking, references, and outreach
Requirements
- Bachelor’s degree required; MBA/Finance/CA 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 simplify investment concepts for clients
- Comfortable with targets, client acquisition, and revenue responsibility
Preferred Background
- Prior experience handling HNI/UHNI clients
- Exposure to PMS, AIFs, or investment banking
- Strong network within banking, broking, or wealth management circles
Compensation & Benefits
- Competitive salary: ₹5–6.5 LPA + performance incentives (4–5X for top performers)
- ESOPs (subject to management discretion)
- Fast‑growing organisation in private‑market investing
- Opportunity to work with unique and high‑demand products
- Strong learning and growth environment
Apply Now: Submit your updated CV and a brief cover note highlighting your experience in wealth management and private markets.
Pay: ₹500,000.00 - ₹650,000.00 per year
Work Location: In person
