Senior Manager Corporate Broking- Family office
Core
Service Family Office and UHNI clients with an institutional-style coverage model, providing access to equity research, investment ideas, and corporate access while driving revenue generation.
Role type
Senior Manager, Institutional Equities Broking
Builds
Institutional equity services, client acquisition, and revenue growth for Family Office/UHNI portfolios
Domain
Financial Services, Institutional Equities
Deliverable
client delivery
Required skills
Institutional Equities broking, Family Office/UHNI client servicing, equity research interpretation, corporate access facilitation, roadshow coordination, client acquisition, revenue generation, trading platform management, risk and compliance coordination
Preferred skills
Existing relationships with Family Offices and UHNIs, large equity portfolio management experience
Technologies
Trading platforms, equity research tools
Responsibilities
Drive broking revenue and increase wallet share; Service Family Office/UHNI clients with an institutional approach; Acquire new Family Office and UHNI clients; Facilitate corporate management meetings and investor interactions; Coordinate corporate/investor roadshows; Share equity research and investment ideas; Deepen client relationships and engagement
Seniority
Senior Manager, hands-on IC with team coordination
