Found Description
Locations: Gurugram
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 tran...
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 tran...