VP Treasury and Family Office

4 weeks ago

Moradabad, India Tipsons Group Full time
  • Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.
  • Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
  • Develop and manage relationships with current and potential investors.
  • Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.
  • Onboarding new corporates as well family office.
  • Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.
  • In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in a wealth management firm preferred.

  • Career Opportunity

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