Senior wealth Manager - Unlisted Sales

Role Overview:

The Relationship Manager – Unlisted Shares will be responsible for identifying, acquiring, and managing relationships with Ultra High Net Worth Individuals (UHNIs), family offices, wealth managers, and institutional investors for the purpose of marketing and distributing pre-IPO and unlisted equity opportunities.

Key Responsibilities:

Client Relationship Management:

Build, maintain, and deepen relationships with HNIs, UHNIs, family offices, and wealth managers to drive sales and enhance investor satisfaction.

Product Expertise:

Client Servicing:

Sales Strategy:

Market Intelligence:

Reporting & Analysis:

Qualifications & Experience:

• Bachelor's or Master’s degree in Finance, Business Administration, or related field.

• Minimum 3 years of experience in financial services, preferably in private equity, unlisted equity distribution, or wealth management.

• Proven track record in sourcing and closing high-value investment transactions.

• Strong understanding of capital markets, pre-IPO companies, and regulatory frameworks related to unlisted securities.

• Excellent communication, presentation, and interpersonal skills.

Key Competencies:

• Strong sales acumen and relationship-building ability

• Analytical mindset with attention to detail

• Self-driven with the ability to work independently

• High level of integrity and professionalism