Wealth Manager

SkillYT; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

SkillYT is seeking experienced Wealth Managers in Mumbai who understand unlisted shares, pre-IPO opportunities, and alternative investments. You will advise clients, identify new opportunities, and manage end-to-end investment journeys for high-value investors in a fast-growing private markets ecosystem.

The role targets client-driven, market-aware professionals comfortable handling HNI/UHNI clients, with strong communication and financial-analysis skills.

Qualifications

• 3–5 years 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.

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

Unlisted shares

Investment advisory

Client acquisition

HNI/UHNI relations

Education

Bachelor's degree

MBA/Finance/CA

Job description

About The Role

We are looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll 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.

About The Role

We are looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll 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

• Bachelor’s degree required; MBA/Finance/CA qualification preferred
• 3–5 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 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

Skills: investors,wealth management,investment