About the Company

Our client is a boutique financial services firm specialising in wealth management and private investment opportunities. The firm offers tailored financial solutions to affluent individuals, family offices and entrepreneurs, with a focus on bespoke wealth strategies and private market investments.

Roles and Responsibilities

- Identify, source, evaluate and analyse private market investment opportunities across primary and secondary transactions.
- Build and maintain a solid network across the private markets ecosystem to identify emerging investment opportunities and stay abreast of market developments.
- Support business development, client acquisition and marketing initiatives through investment product expertise and market insights.
- Build trusted relationships with HNIs, UHNIs, family offices, promoters and business owners while contributing to the growth of the firm's private markets platform.

Skills and qualifications

- 8 to 12 years of experience in Wealth Management, Investment Advisory, Private Banking or related investment roles, preferably with established wealth platforms, private banks or asset management firms.




- Mandatory experience in private market investments, particularly secondary transactions, with a strong network across the private investment ecosystem.
- Strong analytical, investment evaluation, communication, presentation and stakeholder management skills.
- CA or MBA from a premier institute, with the ability to build relationships with affluent clients, promoters and senior business leaders.

What's On Offer

- An opportunity to build and expand the firm's private markets platform, with exposure to differentiated primary and secondary investment opportunities.
- Access to the broader Investment Banking Group's network and ecosystem, offering potential synergies in deal sourcing and investment opportunities without relying solely on external sourcing channels.
- The opportunity to work closely with HNIs, UHNIs, family offices, entrepreneurs and senior business leaders on bespoke investment solutions.
- A strategic role combining investment sourcing, market intelligence, client engagement and business development within a growing wealth management platform.

📌 VP - Wealth Management (Boutique Financial Institution) (Mumbai)
🏢 Lagrange Point International
📍 Mumbai