? Hiring: Equity Specialist – Wealth Management | Mumbai

We are looking for an experienced Equity Specialist to work closely with HNI/UHNI clients and Relationship Managers in a high-growth Wealth Management environment.

? Experience: 5–10 Years

? Qualification: MBA Finance / CA / CFA preferred

? Location: Mumbai

Key Responsibilities:

- Present direct equity ideas, sector views and stock theses to HNI/UHNI clients
- Conduct direct equity portfolio reviews and provide portfolio construction inputs
- Support PMS/NDPMS pitches and client engagement
- Contribute to market outlooks, webinars and investment content
- Work with the Investment Banking team on unlisted/pre-IPO opportunities
- Create and deliver client-specific equity & investment pitch decks
- Partner with RMs, Research, Product, AMC, IB and Compliance teams

Ideal Candidate:

✅ Solid fundamental equity research & stock analysis





✅ Proven HNI/UHNI client-facing experience

✅ Experience in Wealth Management / Private Banking / Broking / PMS / Asset Management

✅ Exposure to PMS/NDPMS and unlisted/pre-IPO opportunities preferred

✅ Strong presentation and communication skills

✅ Good understanding of portfolio construction and investment suitability

If you are passionate about equities and enjoy combining investment expertise with client engagement, we would love to connect!

? Interested candidates can share their updated CV at [email protected]

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📌 Equity Specialist (Mumbai)
🏢 The Premier Consultants ( Recruitment Company )
📍 Mumbai