01Overview
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 strong relationshipbuilding 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 longterm 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:
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
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.
Attractive fixed compensation with performancelinked incentives.
Clear career progression and leadership opportunities.
If you are passionate about helping clients build longterm wealth and have a strong track record in investment advisory, we invite you to join our growing team. .
