Wealth Manager Private Market Advisory Mumbai Mumbai City (India)

Job Title: Wealth Manager Private Market Advisory

Location: BKC, Mumbai, Maharashtra (Onsite)

Working Hours: Monday to Friday, 10:00 AM 7:00 PM; Saturday (Halfday)

Experience: 35 years

Salary: 5,00,000 6,50,000 per annum + Incentives

About the Role

We are expanding our privatemarket advisory team and seeking experienced Wealth Managers with expertise in unlisted shares, preIPO opportunities, and alternative investments. You will advise clients, identify new opportunities, and manage endtoend investment journeys in the fastgrowing private markets ecosystem.

Key Responsibilities

Advise clients on unlisted shares, preIPO deals, and private market opportunities

Manage and grow a portfolio of HNI and retail investors

Conduct research on valuations, private companies, and market trends

Assess client risk profiles and recommend suitable investment opportunities

Handle onboarding, documentation, payments, and share transfers

Maintain strong client relationships through portfolio reviews and followups

Acquire recent clients via networking, references, and outreach

Requirements

Bachelors degree required; MBA/Finance/CA preferred

35 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 relationshipbuilding skills

Ability to simplify investment concepts for clients

Comfortable with targets, client acquisition, and revenue responsibility

Preferred Background

Prior experience handling HNI/UHNI clients

Exposure to PMS, AIFs, or investment banking

Strong network within banking, broking, or wealth management circles

Compensation & Benefits

Competitive salary: 56.5 LPA + performance incentives (45X for top performers)

ESOPs (subject to management discretion)

Rapidgrowing organisation in privatemarket investing

Chance to work with unique and highdemand products

Strong learning and growth environment

Apply Now: Submit your updated CV and a brief cover note highlighting your experience in wealth management and private markets.

Compensation: 500,[hidden],000.00 per year

Work Location: In person .