Merisis Wealth - Vice President/Assistant Vice President - Wealth Management/Investment Products - CA/IIM/ISB/MDI/FMS

About Merisis Group :

Merisis Group is a boutique financial services firm with a strong presence across Investment Banking and Wealth Management. We specialize in delivering high-impact financial solutions to HNIs, UHNIs, CXOs, and entrepreneurs, backed by over a decade of expertise in growth-stage fundraising, mergers & acquisitions, and bespoke wealth strategies.

Our wealth management division, Merisis Wealth, offers tailored portfolio management solutions, alternative investments, private market opportunities, exclusive investment access, and comprehensive financial planning services.

The Opportunity :

We are seeking an experienced professional to join our Product Team with deep expertise in investment solutions for HNI and UHNI clients. The ideal candidate will possess strong knowledge of private market opportunities across both primary and secondary transactions.

This is a multifaceted role that involves working closely with internal teams, clients, and external partners to build and expand Merisis Wealths Private Markets platform.

Key Responsibilities :

• Identify, source, evaluate, and analyze private market investment opportunities across both primary and secondary markets. Present shortlisted opportunities to the Investment Committee for review and approval.
• Stay abreast of developments in primary and secondary private markets, maintain a strong industry network for private opportunities.
• Conduct extensive market research to identify investment solutions for HNI and UHNI clients, including Alternative Investment Funds (Category I, II, and III AIFs), Portfolio Management Services (PMS), private credit funds, and other alternative investment products.
• Develop robust frameworks for evaluating and monitoring investment opportunities across asset classes.
• Collaborate closely with Relationship Managers (RMs) to create customized asset allocation strategies aligned with clients risk profiles, investment objectives, and Merisis Wealths investment philosophy, evaluate investment portfolios, and recommend suitable opportunities to clients.
• Support business development, marketing initiatives, and client acquisition efforts through product expertise and market insights.
• Continuously track global market trends and identify differentiated investment opportunities that can add value to client portfolios.

Who We Are Looking For :

• 10 - 20 years of experience in Wealth Management, Investment Advisory, or Private Banking, preferably with leading domestic or global private banks, wealth platforms, or asset management firms.
• Must have a strong network within the private markets ecosystem, with deep awareness of current investment opportunities in both primary and secondary markets.
• Demonstrated ability to build credibility and trusted relationships with promoters, business owners, senior executives, and affluent clients.
• Extensive experience across wealth management products, including Equity PMS, Debt PMS, AIFs (Category I, II, and III), Private Credit Funds, and other alternative investments.
• Mandatory exposure to private market investments, including secondary transactions.
• Strong understanding of the competitive landscape, including peer offerings, product capabilities, and industry trends.
• Excellent analytical, communication, presentation, and stakeholder management skills.

Educational Qualifications :

• Chartered Accountant (CA) or MBA from a premier institute.
• Relevant industry certifications are preferred.

Certifications :

Candidates should hold one or more of the following valid certifications:

• NISM Series V-A - Mutual Fund Distributors Certification Examination
• NISM Series X-A - Investment Adviser (Level 1)
• NISM Series X-B - Investment Adviser (Level 2)
• NISM Series XXI-A - Portfolio Management Services (PMS) Distributors Certification Examination