Tip Sons

About the Role:- We are seeking an experienced Corporate Treasury & Family Office Relationship Manager to interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries. The role involves managing investor relationships, creating and marketing fixed income solutions, and delivering customized investment products.- The ideal candidate will have a strong understanding of family office requirements, debt instruments, and fixed income products.Key Responsibility Areas (KRA):- Manage and develop strong relationships with HNWIs, family offices, and corporate treasury clients to understand investment requirements.- Source and originate investment opportunities in fixed income products aligned to client needs.- Oversee investor marketing activities including preparation of investor pitch materials, presentations, and product brochures.- Organize and conduct investor webinars, roadshows, and events to promote debt product offerings.- Collaborate closely with Product teams to design tailored fixed income solutions and structured products for corporates and family offices.- Assess client credit profiles and business models to propose appropriate debt structures and pricing.- Close investment transactions by negotiating terms with investors and coordinating legal and compliance approvals.- Onboard new family offices and corporate clients, ensuring KYC and documentation requirements are met.- Ensure accurate and timely updating of client portfolios in reporting systems and prepare customized internal reports for management.- Monitor market trends, regulatory changes, and competitor products to advise clients proactively.- Serve as a single point of contact for key family office and corporate treasury clients.Skillsets Required:- In-depth knowledge of fixed income products, debt capital markets, structured credit solutions, and alternative credit products.- Strong understanding of family office and corporate treasury investment needs.- Excellent relationship management and interpersonal skills.- Good analytical skills for credit assessment and deal structuring.- Strong communication skills for creating presentations, investor materials, and reports.- Experience in organizing investor events, webinars, and roadshows.- Ability to work cross-functionally with product, compliance, legal, and operations teams.- Understanding of KYC, AML, and regulatory frameworks related to wealth management.- Proficiency in using CRM and portfolio reporting tools.- Good negotiation and deal-closing skills.Preferred Qualifications:- Bachelor's/Master's degree in Finance, Economics, Business Administration, or related fields.- Prior experience in a wealth management firm, corporate treasury function, or private banking environment (4-8 years).- Strong network within family offices and corporate treasuries is a plus. (ref:iimjobs.com)