Wealth Manager

5 days ago

Mumbai, Maharashtra, India Techroles Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Client Relations – Pre-IPO & Wealth Management


Location:
Mumbai


Employment Type:
Full-time, Permanent

About the Role

We are seeking a dynamic and client-focused professional to join our
Client Relations
team, specializing in
Pre-IPO investments
and
Wealth Management
. This role involves managing and advising High Net-Worth Individuals (HNIs) and Ultra-HNIs on strategic investment opportunities while ensuring superior client satisfaction and portfolio performance.

Key Responsibilities

  • Financial Market Expertise:
    Develop a deep understanding of
    Pre-IPO
    ,
    Unlisted Shares
    , and
    Wealth Management services
    .
  • Client Advisory:
    Guide clients on strategic investment decisions aligned with their financial objectives.
  • Business Development:
    Identify, pitch, and onboard potential clients to expand the firm's client base.
  • Portfolio Management:
    Assist clients in structuring and optimizing investment portfolios with a focus on risk management and long-term wealth creation.
  • Investment Research:
    Track market trends, Pre-IPO opportunities, and emerging wealth management strategies.
  • Client Communication:
    Build lasting relationships through regular reviews, personalized insights, and transparent communication.
  • Compliance & Governance:
    Ensure full adherence to
    SEBI regulations
    and maintain required
    NISM certifications
    .
  • Reports & Presentations:
    Prepare investment proposals, analytical reports, and financial presentations for clients.

Qualifications & Skills

  • Education:
    PG/MBA in Finance or related field.
  • Certifications:
    NISM Series 10A & 10B preferred.
  • Experience:
    Proven track record in
    Wealth Management
    ,
    Pre-IPO investments
    , or
    Financial Advisory
    .
  • Technical Skills:
    Strong proficiency in MS Word, Excel, and PowerPoint.
  • Soft Skills:
    Excellent communication, negotiation, and analytical abilities.
  • Industry Knowledge:
    In-depth understanding of financial markets, investment strategies, and regulatory frameworks.

Additional Details

  • Gender Preference:
    Open to all
  • Notice Period:
    Maximum 1 month


If you're passionate about financial markets and thrive on building trusted client relationships, we'd love to hear from you.

Apply now

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