Wealth Manager (Gurugram)

Wealth Manager (Gurugram)

10 Sep
|
Stockify
|
Gurugram

10 Sep

Stockify

Gurugram

About Stockify

Stockify is building India's most trusted marketplace for pre-IPO and unlisted shares, giving HNI and UHNI investors access to exclusive investment opportunities before companies go public. We cover a wide universe of high-growth unlisted companies across sectors and provide investors with pricing, research and seamless transaction support. Our offices are in Bengaluru, Mumbai, Gurugram and Dubai, and we are expanding our wealth management team aggressively to serve the growing demand from sophisticated investors.

About the Role

We are hiring experienced Wealth Managers for our Gurugram office. This is a senior client-facing role where you will manage a portfolio of HNI and UHNI investors, advise them on pre-IPO and unlisted share investment opportunities, and drive AUM and revenue growth for Stockify. The role combines relationship management, investment advisory and business development in equal measure.

This is the right role for a wealth skilled who already understands how HNI clients think,



has experience with alternative investments or capital markets products, and wants to work in one of the most exciting and high-growth segments of Indian finance. You will have the full backing of Stockify's research, operations and technology teams, but the relationships you build and the revenue you generate will be very much your own.

What You Will Do

Build, manage and grow a dedicated book of HNI and UHNI clients who are interested in pre-IPO and unlisted share investments, with a focus on deepening relationships and increasing AUM over time
Advise clients on specific unlisted share opportunities available on the Stockify platform, clearly explaining pricing, liquidity considerations, transfer timelines, risk factors and potential upside in a way that is suitable to their financial profile
Proactively source new HNI leads through your personal network, referrals from existing clients, community events, industry associations and targeted outreach

📌 Wealth Manager (Gurugram)
🏢 Stockify
📍 Gurugram

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