Wealth Managers

Locations: Mumbai

Experience: 3–5 years

Industry: Wealth Management

About the Role : The company 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 quick-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 prospects
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
Solid learning and growth environment
ESOPs for high, subject to management discretion and Incentives (4-5X) for high performers

📌 Wealth Managers Mumbai (India)
🏢 Zigsaw
📍 India