UHNI Equity Strategist & Portfolio Architect

The Corporate Institute; Hinoba-an; On-site; PHP 1,800,000 - 3,200,000; Full time

Job summary

The Corporate Institute is seeking a seasoned Private Client Group equity professional to act as a strategic investment advisor to UHNI clients and family offices. You will translate market insights into bespoke equity strategies and work with internal research desks, product teams, and relationship managers to tailor portfolios that fit risk and long-term goals.

You will deliver risk-adjusted returns with high-touch client engagement, scaling assets under management and reinforcing the firm’s

Qualifications

• Postgraduate degree in Finance, MBA, or CFA charter required.
• 6–15 years of wealth management or equity advisory experience.
• Proven UHNI client advisory track record.

Responsibilities

• Construct and manage customized equity portfolios for UHNI clients.
• Advise on market trends and asset allocation amid volatility.
• Collaborate with research/product teams to identify alpha opportunities.
• Monitor performance, rebalance for tax efficiency and risk control.
• Drive business development within existing client relationships.

Skills

Equity Research

Portfolio Mgmt

UHNI Experience

Client Relations

Macro Analysis

Cross-functional Collaboration

Education

MBA in Finance

CFA Charter

Postgraduate Finance

Tools

PMS platforms

Job description

The Corporate Institute is seeking a seasoned Private Client Group equity professional to act as a strategic investment advisor to UHNI clients and family offices. You will translate market insights into bespoke equity strategies and work with internal research desks, product teams, and relationship managers to tailor portfolios that fit risk and long-term goals.

You will deliver risk-adjusted returns with high-touch client engagement, scaling assets under management and reinforcing the firm’s