Wealth Manager

Locations: Mumbai

Experience: 35 years

Industry: Wealth Management

Company: Stockify Fintech

About the Role

Stockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments.

Youll advise clients, identify new opportunities, and manage end-to-end investment journeys in the fast-growing private markets ecosystem.

This role is ideal for someone who is client-driven, market-aware, and comfortable working with high-value investors.

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

• Bachelors degree required; MBA/Finance/CA qualification 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 relationship-building skills
• Ability to analyse 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 (Upto 7-7.5LPA) with incentives
• Fast-growing organisation 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

How to Apply

Share your CV with the subject line: Application Wealth Manager (Location)

contact@stockifyfintech.com