
Treasury and Family Office Specialist
4 days ago
Summary:
This is a key role that requires a unique blend of financial expertise, business acumen, and interpersonal skills. As the primary point of contact for high-net-worth individuals, family offices, and corporate treasuries, you will gauge their investment interests in fixed income products, develop tailored solutions, and build lasting relationships.
Key Responsibilities:
- Interact with HNWIs, family offices, and corporate treasuries to understand their investment needs and preferences.
- Oversee marketing efforts, including investor materials, webinars, and events, to engage with potential investors.
- Develop and maintain relationships with current and potential investors, fostering trust and confidence.
- Collaborate with Product teams to create customized products for specific situations and assess client credit profiles to propose deals.
- Onboard new corporates and family offices, ensuring a seamless integration process.
- Coordinate with stakeholders to capture and upload client portfolio data into reporting systems and prepare internal reports.
- Possess an in-depth understanding of family office requirements and debt product offerings, preferably with 3-8 years of experience in wealth management.
Benefits:
As a member of our team, you will have the opportunity to work with a dynamic group of professionals who are passionate about delivering exceptional results. You will be part of a collaborative environment that values innovation, creativity, and continuous learning.
Requirements:
- Experience in wealth management or a related field.
- Strong knowledge of financial markets and products.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and make informed decisions.
- Proven track record of building and maintaining strong relationships with clients and stakeholders.
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