
Financial Solutions Specialist
19 hours ago
Key Position Overview
">We are seeking a seasoned professional to connect with high-net-worth individuals, family offices and corporate treasuries to assess their investment interests in fixed income products.
Key Responsibilities:
- Collaborate with Product teams to craft tailored solutions for specific scenarios
- Develop and manage relationships with current and potential investors
- Evaluate client credit profiles to propose customized deals and close transactions
- Onboard new corporates as well as family offices
- Coordinate with relevant stakeholders to ensure accurate capturing of client portfolio data and its upload into relevant reporting systems
- Prepare custom internal reports
- Display thorough understanding of family office requirements and debt product offerings
Requirements: 3-8 years of experience in wealth management preferred.
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