About The Role

We are looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify current 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 solid 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

Skills: investors,wealth management,investment

📌 Wealth Manager Mumbai
🏢 Skillyt
📍 Mumbai