UGM Equity Advisory Sales

Job description

Are you passionate about equity investing and motivated by delivering high-impact investment ideas to clients? Do you thrive in a dynamic market environment and enjoy translating market insights into actionable opportunities?

We are looking for a Director level Equity Advisory Sales professional to join our Unified Global Markets team and drive engagement with both internal Client Advisors and external Wealth Management clients across APAC.

As an Equity Advisory Sales specialist, you will serve as a trusted advisor, providing timely market insights, differentiated stock ideas, and strategic investment guidance across global equity markets.

Key Responsibilities

• Deliver high-conviction equity investment ideas and actionable market insights aligned with CIO views, market developments, and evolving client needs.
• Act as a trusted equity advisor to Client Advisors and Wealth Management clients, helping them identify and capitalize on investment opportunities across global equity markets.
• Drive the commercialization of equity investment themes, stock recommendations, trading ideas, and tactical market opportunities across key markets including the United States, Hong Kong/China, Japan, Europe, and other major equity markets.
• Develop compelling investment narratives around macroeconomic trends, earnings developments, sector rotations, and company-specific catalysts.
• Engage proactively with clients through meetings, calls, presentations, market updates, and investment forums to communicate investment recommendations effectively.
• Monitor market developments, earnings releases, corporate actions, and geopolitical events, assessing implications for portfolios and investment strategies.
• Collaborate closely with CIO, Research, Trading, Structured Solutions, and Sales teams to deliver holistic investment solutions and enhance client outcomes.
• Prepare high-quality investment commentaries, equity publications, thematic presentations, and marketing materials tailored to various client segments.
• Maintain a strong understanding of regulatory requirements, product governance standards, and market-specific rules across jurisdictions.