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 solid client relationships through portfolio reviews and follow‑ups
Acquire recent 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
Solid 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
Robust 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
Chance 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

📌 Wealth Manager – Private Market Advisory Mumbai Mumbai City
🏢 CD INFOTECH PVT.LTD
📍 Mumbai