Wealth Managers

Zigsaw; Mumbai; On-site; INR 420,000 - 700,000; Full time

Benefits offered by this job

ESOPs

Incentives

Job summary

Zigsaw seeks experienced Wealth Managers to guide clients through unlisted shares, pre-IPO deals, and private market opportunities in a fast-growing ecosystem. You will manage end-to-end investment journeys, maintain client relationships, and identify new opportunities for high-value investors.

The role targets client-driven, market-aware professionals who can handle high-value portfolios, research deals, and collaborate with internal teams to execute transactions efficiently.

Qualifications

• 2–5 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

Unlisted shares

Private markets

Client acquisition

Portfolio management

Financial analysis

Job description

About the Role

The company is expanding its private-market advisory team and is 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

• 2–5 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 ₹7) 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 performers