Locations: Gurugram

Experience: 3–5 years

Industry: Wealth Management

Company: Stockify Fintech

About the Role

Stockify 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 rapid-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-₹7.5LPA) with incentives
- Fast-growing organisation 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

How to Apply

Share your CV with the subject line: Application — Wealth Manager (Gurugram)

? [email protected]

📌 Wealth Manager (Gurugram)
🏢 Stockify
📍 Gurugram