Family Office Investment Specialist

3 days ago


Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000
Senior Financial Services Specialist

We are seeking a seasoned financial professional to interact with high-net-worth individuals, family offices and corporate entities. The ideal candidate will be responsible for identifying investment opportunities in fixed income products.

Key Responsibilities:

  • Develop and manage relationships with existing and potential clients.
  • Collaborate with Product teams to create tailored solutions for specific client needs.
  • Analyze client credit profiles to propose customized deals.
  • Onboard new clients and ensure seamless integration into our portfolio management systems.
  • Coordinate with stakeholders to capture and report on client portfolio data.

Requirements:

  • Demonstrated expertise in wealth management and debt product offerings with 3-8 years of experience preferred.


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