Senior Role - Investment Banking - ECM Syndication - PCG/Family Offices/UHNI

Role Overview

We are looking for a senior market professional for IB - Syndication personnel with a focus on Private Client Group, Family Offices, HNI and UHNI investors. The role will drive distribution of Equity Capital Markets (ECM) transactions and strengthen investor relationships across the private wealth ecosystem. A key component of

the role will involve Equity Capital Markets (ECM) syndication for underwriting, marketing and distributing new equity issuances such as IPOs, follow-on offerings, QIPs, OFS, Private Equity transactions and block trades.

Key Responsibilities:

Leadership & Strategy

- Lead and build the Equity Sales - PCG platform covering Family Offices, HNI and UHNI clients.

- Develop strategy to expand the firm's ECM distribution capability within the Investment Banking segment.

- Manage and mentor the equity sales team covering PCG investors.

Client Coverage

- Maintain and deepen relationships with Family Offices, HNI and UHNI investors.

- Serve as the senior relationship manager for key investors during equity transactions.

- Expand the firm's private wealth investor network.

ECM Syndication & Transaction Distribution

- Play a key role in ECM syndication tolead placement of primary and secondary market transactions including IPOs, follow-on offerings, QIPs, OFS, PE and block trades.

- Work closely with Investment Banking, ECM and Syndicate teams to ensure successful deal execution and investor participation.

Business Development

- Identify and onboard new Family Offices and UHNI investors.

- Increase participation of private wealth clients in ECM and private transactions.

- Strengthen collaboration with family offices, wealth platforms, PMS/AIF managers and PCG desks.

- Lead generation from portfolio companies of such clients

Market Intelligence

- Provide investor feedback on valuation, pricing and demand during ECM & private transactions.

- Track capital flows and investor sentiment within the Family Office and UHNI ecosystem.

Candidate Profile

- Experience: Minimum 12-15+ years in ECM

- Strong relationships with Family Offices, HNI and UHNI investors.

- Experience with ECM & Private syndication and distribution of equity deals to clients.

- Proven track record of placing ECM & private transactions with Family Offices, HNI/UHNI investors.

- Prior experience in investment banks, Wealth or capital markets platforms.

- Entrepreneurial attitude, ability to lead the team, build team morale & engagement.

- Strong understanding of the industry & strategy to tap potential clients.

Salary Bandwidth: Competitive, depending on candidate's background and experience

Location: Mumbai