Senior Wealth Manager (Ameerpet)

Senior Wealth Manager (Ameerpet)

13 Aug
|
79th East
|
Ameerpet

13 Aug

79th East

Ameerpet

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 robust 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

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

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