Strategic Wealth Manager

1 week ago

Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 1,20,00,000
Corporate Treasury and Family Office Job Description">
  • Our team interacts with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products. This involves gauging market trends and identifying opportunities for tailored solutions.
  • We oversee the marketing process, including creating investor materials, hosting webinars, and organizing events that showcase our company's expertise in wealth management.
  • Developing and managing relationships with current and potential investors is a critical aspect of this role. Strong communication skills are essential for building trust and driving business growth.
  • Collaboration with Product teams is key to creating customized products for specific situations. We assess client credit profiles, propose deals, and close transactions to meet our clients' needs.
  • Onboarding new corporates and family offices requires careful planning and execution. Our team ensures a seamless integration process, addressing any concerns or questions they may have.
  • Effective coordination with stakeholders is vital to capturing and uploading client portfolio data into relevant reporting systems. We prepare custom internal reports to help our team make informed decisions.
">Required Skills and Qualifications">
  • Strong understanding of family office requirements and debt product offerings.
  • 3-8 years of experience in a wealth management firm preferred.
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This role offers a competitive compensation package, excellent benefits, and opportunities for professional growth and development.

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