Corporate Treasury and Family Office Specialist

2 days ago


Cochin, Kerala, India beBeeFamilyOffice Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

Job Opportunity:

Corporate Treasury and Family Office Professional

Key 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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