Wealth Manager – HNI & NRI Advisory | PMS | AIF | GIFT City Funds
Location: Hyderabad (Ameerpet)
Experience: 5–6 Years
Employment Type: Full-Time
About 79th East
79th East Private Limited is a boutique wealth management firm dedicated to delivering sophisticated investment solutions to High Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), NRIs, and Family Offices. We are looking for an accomplished Wealth Manager who combines strong relationship-building capabilities with deep expertise across capital market investment products.
If you have a proven track record of acquiring affluent clients, managing investment portfolios, and delivering customized wealth solutions, we'd like to hear from you.
Key Responsibilities
- Acquire, advise, and manage HNI, UHNI, NRI, and Family Office clients.
- Build long-term client relationships through referrals, networking, and strategic business development.
- Design personalized investment strategies aligned with clients' financial goals, risk appetite, and wealth creation objectives.
- Advise clients across a broad suite of investment products, including:
- Portfolio Management Services (PMS)
- Mutual Funds
- Alternative Investment Funds (AIF)
- GIFT City Investment Funds
- Listed & Unlisted Equity
- Fixed Income & Bonds
- Structured Products
- International Investment Opportunities
- Drive client acquisition and Assets Under Management (AUM) growth.
- Conduct portfolio reviews and recommend timely asset allocation and rebalancing strategies.
- Handle NRI investment requirements, including account opening, documentation, and regulatory compliance.
- Collaborate with research and operations teams to deliver a seamless client experience.
- Stay abreast of market trends, economic developments, and regulatory updates to provide informed investment advice.
Candidate Profile
We're looking for professionals who have:
- 5–6 years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Demonstrated success in acquiring and managing HNI/UHNI/NRI relationships.
- Strong expertise in PMS, Mutual Funds, AIFs, GIFT City Funds, Equity Markets, Fixed Income, and Wealth Advisory.
- Proven ability to mobilize AUM and consistently achieve business targets.
- Excellent communication, presentation, and relationship management skills.
- Strong understanding of investment products, portfolio construction, and financial planning.
Preferred Certifications
Candidates with the following certifications will be preferred:
- NISM Series V-A – Mutual Fund Distributors Certification
- NISM Series XXI-A – Portfolio Managers Certification
- NISM Series XV – Research Analyst Certification (Preferred)
- CFP / CFA (Level I, II, or III) / MBA (Finance) / CA
What We Offer
- Opportunity to work with a growing wealth management firm focused on premium clients.
- Exposure to sophisticated investment products and advisory solutions.
- A collaborative, research-driven work environment.
- Attractive fixed compensation with performance-linked incentives.
- Clear career progression and leadership opportunities.
If you are passionate about helping clients build long-term wealth and have a strong track record in investment advisory, we invite you to join our growing team
Pay: ₹600,000.00 - ₹900,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
Application Question(s):
- What was the total AUM you were responsible for in your previous organization?
Experience:
- Wealth management: 3 years (Required)
License/Certification:
- NISM VA & XXI-A (Required)
Work Location: In person
