Fixed Income Strategist

3 days ago


Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Corporate Treasury and Family Office Specialist

We are seeking a highly skilled Corporate Treasury and Family Office Specialist to join our team. In this role, you will be responsible for interacting with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.

  • Main Responsibilities:
  • Market Analysis: Interact with HNWIs, family offices, and corporate treasuries to identify investment opportunities in fixed income products.
  • Marketing Strategy: Oversee the marketing process and broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
  • Relationship Building: Develop and manage relationships with current and potential investors.
  • Product Development: Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.
  • Client Onboarding: Onboard new corporates as well as family offices.
  • Portfolio Management: Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.
Required Skills and Qualifications
  • A minimum of 3-8 years of experience in a wealth management firm.
  • In-depth understanding of family office requirements and debt product offerings.
Benefits

This role offers a unique opportunity to work with a variety of clients and develop your skills in a fast-paced environment. If you have a passion for working with high-net-worth individuals and family offices, we encourage you to apply.

Others

Please note that this is a challenging role that requires strong communication and interpersonal skills. If you are a team player with a keen eye for detail, we would like to hear from you.



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