1. Unlisted Share Trading: Execute trades in unlisted shares, keeping abreast of market trends and news to make informed decisions. 2. Research and Analysis: Conduct in-depth research on pre-IPO companies and the unlisted market to identify potential investment opportunities. 3. Relationship Management: Cultivate and maintain strong relationships with HNI clients, providing them with market insights and personalized investment strategies. 4. Risk Management: Develop and implement risk management strategies to protect clients' investments and optimize returns. 5. Market Monitoring: Stay updated with industry developments, IPO announcements, and other factors affecting the unlisted share market. 6. Reporting: Prepare regular reports on trading activities, portfolio performance, and market insights for clients and management. Requirements: 1. Bachelor's degree in Finance, Economics, or a related field. A relevant postgraduate degree or professional certifications such as CFA/FRM would be a plus. 2. Prior experience in trading in unlisted equities is a must. 3.Prior experience working with HNIs and a strong understanding of their unique investment needs. 4. Profound knowledge of unlisted shares and pre-IPO market dynamics. 5. Excellent verbal and written communication skills to interact with clients and provide market insights. 6. Should be a self -starter, proactive and have a goal-oriented approach. Should be willing to work on the field and travel extensively for business. Strong target orientation with a history of over achievement of targets.

Delhi NCR

Noida

Senior Wealth Manager - Unlisted Equities 

Job Description for Senior Wealth Manager - Unlisted Equities  in Bizaccen knnect in  Delhi NCR Noida for (3-6) years of experience. Apply Now!