Director, Senior Equity Advisor
Core
Strategic professional covering private clients in equity cash and structured products, delivering investment recommendations, tactical advice, and portfolio allocation.
Role type
Senior IC equity advisor (Director level)
Builds
Investment ideas, client pitches, and portfolio strategies for affluent and HNW/UHNW clients
Domain
Capital Markets / Wealth Management
Required skills
Equity sales and trading, structured products, equity derivatives, light exotic products, client relationship management, risk management, regulatory compliance, quantitative or qualitative analysis
Preferred skills
CFA charter, fluent Mandarin, experience in private banking
Technologies
Trading platforms, risk management systems, CRM tools
Responsibilities
Develop a dedicated client base of 20-30 long-term accounts, deliver investment proposals and new account pitches, host client events and roadshows, maintain rigorous risk management approaches, ensure conformity with global firm standards, increase connectivity between Markets, Research, and Private Bank clients
Seniority
Director, strategic IC
