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🥝 Wealth Manager

Stockify | mumbai, India | Posted June 04, 2026

Job Description

Locations: Mumbai

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 ...

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