Wealth Manager

19 hours ago

Bengaluru, Karnataka, India Stockify Fintech Full time ₹ 6,00,000 - ₹ 8,00,000 per year

Locations:

Mumbai, Bangalore, Delhi

Experience:

3–5 years

Industry:

Wealth Management

Company:

Stockify Fintech

About the Role

Stockify 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

  • 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

What We Offer

  • Attractive compensation (Upto ₹8LPA) with incentives
  • Fast-growing organisation 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

How to Apply

Share your CV with the subject line:
Application — Wealth Manager (Location)


  • Wealth Management Associate

    7 days ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

  • Senior Wealth Manager

    2 days ago

    Bengaluru, Karnataka, India Liquide Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Looking for an experienced and client-focused professional for ourWealth Managementvertical. If you're passionate aboutWealth Management, Financial Planning, and delivering a premium client experience, we'd love to connect.You must have : Minimum (YesssMinimum) 5 years of relevant experience in financial planning or wealth management. Strong knowledge and...

  • Wealth Management

    2 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

    19 hours ago

    Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 1,00,00,000 - ₹ 3,00,00,000 per year

    DescriptionKotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from...

  • Relationship Manager Wealth

    6 days ago

    Bengaluru, Karnataka, India Synergy Plus Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Were Hiring: Relationship Manager Wealth Business BankingLocation:HyderabadExperience: 3+ Years in BankingIndustry:BankingKey ResponsibilitiesPortfolio Growth:Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.Revenue GenerationDrive cross-sell of Business Banking and Wealth Products,...

  • Sr Wealth Manager

    7 days ago

    Bengaluru, Karnataka, India Talent Leads HR Solutions Pvt Ltd Full time ₹ 25,00,000 - ₹ 35,00,000 per year

    Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...

  • Marketing Intern

    1 week ago

    Bengaluru, Karnataka, India Merisis Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialize in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies. Our wealth management arm – Merisis Wealth,...

  • Vice President – Wealth

    2 days ago

    Bengaluru, Karnataka, India Creddinv Full time ₹ 1,00,00,000 - ₹ 2,50,00,000 per year

    Position:Vice President – WealthExperience Required:10–15 YearsLocation:MumbaiEmployment Type:Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong...

  • Private Wealth Management Intern

    17 hours ago

    Bengaluru, Karnataka, India f4e6961c-8196-4e4e-95c3-fd120d868ccf Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Role DescriptionThis is an internship role for a Private Wealth Management Specialist located on-site in Bengaluru. The intern will assist with financial planning, manage client investment portfolios, and conduct research on financial instruments. Responsibilities include analyzing financial data, preparing client reports, and providing support in developing...

  • Wealth Manager

    7 days ago

    Bengaluru, Karnataka, India Brainwire Analytics Full time ₹ 25,00,000 - ₹ 50,00,000 per year

    We're seeking a proactive and client-focused Wealth Manager to join our team. In this role, you'll engage with prospects via WhatsApp and phone calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them smoothly through the sales funnel. You'll also be responsible for maintaining accurate CRM data, achieving...