AVP / Senior Manager - Family Office Coverage (Institutional Equities)
Intellectual Capital Hr Consulting · Mumbai · onsite · Posted 27d ago
Undisclosed5–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
A leading full-service broking and financial services firm is hiring for its Family Office / Corporate Broking desk within Institutional Equities, reporting to the Senior Group Vice President - Institutional Broking, Private Office.
The role services family offices with an institutional-style coverage model - research, ideas, corporate access and roadshows.
Key responsibilities:
- Service family office clients with an institutional approach - portfolios, investment needs and trading activity
- Grow broking revenue from existing and new family office / UHNI relationships; increase wallet share
- Acquire new family offices, UHNIs and large equity portfolio clients
- Provide corporate access - management meetings, investor interactions, conferences and roadshows
- Market equity research, investment ideas and trading opportunities
- Work with research, sales, dealing and corporate access teams; coordinate with operations, risk and compliance
Relevant backgrounds: institutional equities, institutional broking, family office broking, PCG, professional investor desk, UHNI equity sales or equity advisory. Existing family office / UHNI relationships preferred.
The role services family offices with an institutional-style coverage model - research, ideas, corporate access and roadshows.
Key responsibilities:
- Service family office clients with an institutional approach - portfolios, investment needs and trading activity
- Grow broking revenue from existing and new family office / UHNI relationships; increase wallet share
- Acquire new family offices, UHNIs and large equity portfolio clients
- Provide corporate access - management meetings, investor interactions, conferences and roadshows
- Market equity research, investment ideas and trading opportunities
- Work with research, sales, dealing and corporate access teams; coordinate with operations, risk and compliance
Relevant backgrounds: institutional equities, institutional broking, family office broking, PCG, professional investor desk, UHNI equity sales or equity advisory. Existing family office / UHNI relationships preferred.
Sourced from naukri
Skills
Institutional EquitiesUHNI BrokingInstitutional equityFamily Office CoverageClient AcquisitionEquity Salescorporate access