Website:
supremusangel.com
Job details:
Company Description Supremus Angel enables investors to participate in India’s fast-growing Pre-IPO and unlisted shares ecosystem before companies reach the stock exchange. The platform connects retail, HNI, NRI, and institutional investors with high-potential private companies across technology, fintech, consumer brands, and other emerging sectors. Supremus Angel emphasizes transparency, verified insights, and secure, compliant transactions, supported by comprehensive research, real-time valuations, peer benchmarking, and detailed company analyses. With a mission to democratize access to private equity and make Pre-IPO investing research-backed and accessible, the company has built a network of over 10,000 informed investors. Investors rely on Supremus Angel for expert-led insights into India’s Pre-IPO market, valuation trends, and upcoming opportunities.
Role Description This is a full-time, on-site Wealth Manager role based in Navi Mumbai. The Wealth Manager will advise clients on Pre-IPO and unlisted investment opportunities, develop personalized financial strategies, and manage portfolios aligned with client goals and risk profiles. Responsibilities include assessing client needs, recommending suitable investment products, monitoring portfolio performance, and conducting regular reviews to optimize returns and manage risk. The role involves collaborating with research and product teams to translate market insights into actionable recommendations, ensuring compliance with regulatory standards and internal policies. The Wealth Manager will also build and maintain long-term client relationships, provide clear communication on market developments, and support clients in navigating the private equity and unlisted shares landscape.
Qualifications
- Candidates should possess strong skills in Financial Planning and Finance to design comprehensive wealth management strategies and analyze client portfolios.
- Candidates should possess experience in Investment Management and Investments to construct, monitor, and rebalance diversified portfolios, including Pre-IPO and unlisted opportunities.
- Candidates should possess knowledge of Insurance solutions to integrate risk management and protection products into overall financial plans.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Strong analytical, quantitative, and communication skills, with the ability to explain complex financial concepts clearly to diverse client segments.
- Proven experience in wealth management, private equity, or capital markets, with familiarity with Indian securities regulations and compliance requirements.
- Client-focused mindset, high ethical standards, and the ability to work
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