Senior Wealth Manager (Secunderabad)

Job description: Wealth Manager HNI & NRI Advisory | PMS | AIF | GIFT City Funds Location: Hyderabad (Ameerpet) Experience: 56 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 solid 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: - 56 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 - 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 Benefits: - Cell phone reimbursement - Health insurance - Internet reimbursement - Experience: - Wealth management: 3 years (Required) License/Certification: - NISM VA & XXI-A (Required)