Role Overview:

We are seeking a seasoned Private Client Group (PCG) Equity professional to join our high-growth wealth management practice. In this role, you will act as a strategic investment advisor to Ultra High Net Worth Individuals (UHNIs) and family offices, translating complex market insights into actionable equity strategies. You will work closely with internal research desks, product teams, and relationship managers to curate bespoke investment portfolios that align with client risk profiles and long-term financial objectives. By delivering superior risk-adjusted returns and maintaining high-touch client engagement, you will play a pivotal role in scaling our assets under management and solidifying our firm's reputation as a trusted partner in wealth creation.

Key Responsibilities:

- Construct and manage customized equity portfolios for UHNIs by leveraging in-house research and PMS strategies to meet specific wealth preservation and growth targets.

- Advise high-value clients on market trends and asset allocation, ensuring they remain informed and confident in their investment decisions during volatile market cycles.

- Collaborate with the internal research and product teams to identify alpha-generating opportunities, ensuring our investment offerings remain competitive and relevant.

- Monitor portfolio performance against benchmarks and client mandates, proactively rebalancing holdings to optimize tax efficiency and risk exposure.

- Drive business development efforts by identifying new investment opportunities within existing client relationships and participating in acquisition pitches for prospective high-net-worth families.

Required Skillset:

- Demonstrated expertise in equity research and portfolio management, with a deep understanding of PMS structures and direct equity investments.

- Proven ability to simplify complex financial concepts for sophisticated clients, backed by exceptional interpersonal and relationship-building skills.

- Strong analytical mindset with the ability to synthesize macroeconomic data and company-specific research into clear, actionable investment advice.

- Professional maturity to navigate high-pressure environments, with a track record of managing client expectations through transparency and consistent performance.

- A postgraduate degree in Finance, MBA from a premier institute, or a CFA charter, which provides the technical foundation necessary for high-level advisory work.

- Ability to thrive in a collaborative, hybrid work environment, maintaining seamless coordination with cross-functional teams across our major office hubs.

- Minimum 6 - 15 years of relevant experience in the wealth management or equity advisory space, specifically catering to the UHNI segment.