Job Description

- Wealth Manager (3 Positions)

Locations:

Mumbai, Bangalore, Delhi

Experience:

3-5 Years

Industry:

Wealth Management / Private Markets

About the Role

Stockify Fintech is expanding its Private Market Advisory team and seeking experienced

Wealth Managers

with strong knowledge of

unlisted shares, pre-IPO deals, and alternative investment products

.
The role involves advising clients, managing their private-market investment portfolios, and driving business growth through client acquisition and relationship management.

This is an excellent opportunity for professionals who are

client-centric, market-savvy, target-driven

, and eager to work in the fast-growing private markets ecosystem.

Key Responsibilities

Provide investment advisory on

unlisted shares, pre-IPO opportunities, and private market deals

. Manage and grow a portfolio of

HNI and retail clients

. Conduct detailed research on private companies, valuations, and market trends. Understand client financial goals and risk profiles to recommend suitable investment options. Manage the complete transaction lifecycle --

client onboarding, documentation, payments, and share transfers

. Maintain long-term client relationships through regular reviews and proactive communication. Collaborate with internal operations, research, and compliance teams to ensure seamless execution. Drive business growth through

client acquisition, networking, and referrals

.

Requirements

Bachelor's degree is mandatory;

MBA (Finance), CA, CFA

or equivalent preferred. 3-8 years of experience in

wealth management, broking, investment advisory, or private markets

. Strong understanding of

equity markets, unlisted shares, and financial products

. Excellent communication, presentation, and relationship management skills. Ability to analyse financial data and explain investment concepts simply and clearly. Comfortable working with

targets, client acquisition, and revenue responsibilities

.

Preferred Background

Experience handling

HNI / UHNI

client portfolios. Exposure to

private markets, PMS, AIFs, VC deals, or investment banking

. Strong professional network in banking, broking, or wealth management.

What We Offer

Competitive compensation:

Up to ₹8 LPA + High Incentives (4-5x potential)

. Opportunity to work in a

fast-growing private-market investment platform

. Access to unique investment products and high-demand market opportunities. Strong learning, career growth, and leadership opportunities.

ESOPs

for exceptional performers (as per management policy).
Job Types: Full-time, Permanent

Pay: ₹800,000.00 - ₹900,000.00 per year

Work Location: In person