Senior Vice President – Equity Advisory

About Entrust Family Office

Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs.

Role Overview:

The Senior Vice President Equity Advisory will lead client-facing equity advisory and execution services. The ideal candidate will have 15+ years of experience in equity advisory from reputed brokerage houses / research firms, deep knowledge of stock fundamentals, strong client engagement capabilities, and a proven track record in advising, executing and managing non-discretionary portfolios for HNIs/UHNIs.

• Position Title:Senior Vice President Equity Advisory
• Location: Major Financial Centre (e.g., Mumbai / Bengaluru) or as per business needs.
• Company Website: https://www.entrustfamilyoffice.com

Role Responsibilities:

Client Advisory and Sales

Identify Stock investment ideas across sectors, market caps and themes indigenously and/or in coordination / collaboration with sell-side research analysts

Construct and actively manage diversified stock portfolio(s) of 15 - 20 stocks for clients under NDPMS, with strong focus on risk management

Engage with clients on individual stock ideas and / or NDPMS portfolio(s) to present and communicate the investment rationale and to support execution

Build, nurture and expand long-term client relationships across HNI/UHNI, family offices and institutions Provide timely and proactive market intelligence to clients on equity markets, corporate actions, and sector developments

Portfolio Monitoring & Reporting

Oversee non-discretionary equity portfolios and ensure alignment with client objectives and risk profiles

Track portfolio performance, market movements, corporate actions and rebalance when required

Create and deliver client-ready reports on holdings, transaction summaries, performance analytics and recommendations

Research & Market Knowledge

Stay updated on company fundamentals, sector trends, economic indicators and market events

Collaborate closely with research teams to develop proprietary insights

Conduct periodic reviews and pitch deck presentations for clients

Compliance & Risk Management

Ensure regulatory, operational and compliance policies are strictly followed.

Maintain accurate records of client orders, communications, and documentation.

Monitor risk exposures, concentration limits, and regulatory requirements.

Key Qualification & Experience:

10+ years of experience in Equity Research and Advisory in Indian equities with proven track record in client interaction

Strong knowledge of market microstructure, trading, corporate actions and their impact on stock price

Deep understanding of market macros, sector dynamics, business fundamentals, financial statement analysis, valuation metrics and special situations. Understanding of Technical Analysis will be an added advantage

Experience in non-discretionary equity portfolio management with responsibility for advice and execution

Skills & Competencies:

Strong communication and presentation skills

Ability to convince clients on stock ideas backed by fundamentals

High market awareness, quick decision-making and emotional stability during volatility

Strong networking and relationship management ability

Meticulous attention to compliance, documentation and reporting

Ethical, trustworthy and client-first mindset

Educational Qualification:

CFA Charter Holder / MBA (Finance) / Chartered Accountant

Additional certifications such as NISM, FRM are a plus

Compensation:

Competitive salary and performance-linked incentives.

ESOP / profit share options may be considered for senior candidates.

Why Join Entrust Family Office?

Opportunity to work with a high-integrity, fast-growing investment advisory platform serving sophisticated clients

Significant autonomy to build client relationships, grow assets and deliver advisory value

A culture of learning, ethics, transparency and growth