Wealth Manager

Zigsaw; Delhi; On-site; INR 330,000 - 550,000; Full time

Benefits offered by this job

ESOPs

Incentives

Growth opportunities

Job summary

Zigsaw in Delhi seeks a motivated wealth advisor to guide clients through unlisted shares, pre-IPO deals, and private market opportunities. You will manage a diverse client base including HNIs and retail investors, perform market research, and tailor investment ideas to risk profiles.

Role involves end-to-end onboarding, documentation, payments, and transfer processing, with ongoing portfolio reviews. Strong communication and network are essential for growth and meeting revenue targets.

Qualifications

• 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.

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

Skills

Wealth management

Client relationship

Financial data analysis

Communication skills

Target-driven

Job description

● 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

● 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