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.
- Robust 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 cooperative, 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

Perks:

- 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

📌 Senior Wealth Manager (India)
🏢 79th East
📍 India