Wealth Manager

Wealth Manager

Locations: Delhi

Experience: 2-3 years

Salary: up to 5.5lpa

Industry: Wealth Management

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 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

● 2 to 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 analyze 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 ( Up to 5.5LPA ) with incentives

● Fast-growing organization in the private-market investing space

● Opportunity to work with unique and high-demand products

● Strong learning and growth environment

● ESOPs for high, subject to management discretion and Incentives (4-5X) for high

performers