Wealth Managers

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

• 3–5 yrs of experience
• Wealth management
• Capital markets
• Valuation
• Chartered Accountant or MBA

Good to have

• Investment banking

What you get

• ₹7 L–₹7.5 L a year