Wealth Managers
MumbaiFull-time3–5 yrs7 L–₹7.5 L a yearPosted 1 week ago
Mid-level finance role at Zigsaw in Mumbai. Needs 3–5 years and a CA or MBA. Pays ₹7–7.5 LPA.
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 fast-growing private markets ecosystem.
What you'll do
- 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
What you need
- Wealth management
- Capital markets
- Valuation
Good to have
- Investment banking