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2 days ago
Job Opportunity:
Corporate Treasury and Family Office ProfessionalKey Responsibilities:
- Develop relationships with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.
- Establish and maintain connections with current and potential investors.
- Collaborate with Product teams to design tailored financial solutions for specific situations and assess client credit profiles.
- Onboard new corporates and family offices to our network.
- Coordinate with stakeholders to capture and upload client portfolio data into reporting systems.
- Prepare custom internal reports.
For this role, you will require a thorough understanding of family office requirements and debt product offerings. A minimum of 3-8 years of experience in a wealth management firm is preferred.
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