Wealth Management Strategist
EquirusRepublic Of India, IN21 days ago
Job descriptionProvide direct equities portfolio advisory to relationship managers and clients. Conduct periodic portfolio reviews and performance assessments. Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles. Drive adoption of long-term equity investing discipline while balancing tactical opportunities. Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues. Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities. Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS / structured equity solutions, etc.) Lead a team of equity strategists, research analysts, and product specialists. Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities. Build a high-performance culture focused on client outcomes and research excellence. Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications. Establish robust risk management frameworks for stock selection and portfolio recommendations. Maintain the highest standards of governance, ethics, and transparency in equity
Qualification :
MBA (Finance), CA, CFA, or equivalent professional qualifications.
Experience :
6–8 years of experience in equity research / advisory with exposure to HNI / UHNI client management.
Prior leadership experience in PCG / Wealth Management / Direct Equity Advisory is strongly preferred.
Roles & Responsibilities :
Equity Research & Advisory
- Lead the Direct Equities desk, overseeing idea generation, sectoral / thematic research, and stock recommendations tailored to PCG clients.
- Develop and monitor model portfolios, investment strategies, and tactical calls for HNI / UHNI clients.
- Ensure research coverage is client-centric, differentiated, and actionable.
- Guide research analysts in producing high-quality reports and market insights.
Client Portfolio Strategy
Business Growth & P&L Ownership
Team Leadership
Compliance & Risk Management
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Wealth Management • Republic Of India, IN
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