High Net Worth Individual Liaison

2 weeks ago

Kozhikode, Kerala, India beBeeFamilyOffice Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Expert Family Office Professional

  • We are seeking an experienced professional to join our team as a family office expert, responsible for building relationships with high-net-worth individuals and corporate treasuries.
  • This role requires strong analytical and problem-solving skills, excellent communication and relationship-building abilities, and the ability to adapt to changing market conditions and client needs.
  • The successful candidate will have a preferred background in wealth management firms (3-8 years of experience) and a deep understanding of family office requirements and debt product offerings.
  • We offer competitive compensation and benefits packages to attract top talent and provide opportunities for career growth and development.
  • Candidates must be able to work effectively in a fast-paced environment and prioritize tasks to meet deadlines.
  • We value diversity and inclusion in the workplace and strive to create a culture that supports employee well-being and fosters innovation and creativity.
Key Responsibilities:
  1. Client Engagement: Engage with clients to understand their investment interests in fixed income products.
  2. Marketing Strategy: Oversee the marketing process and develop company-wide marketing strategies, including creating investor materials, hosting webinars, and organizing events.
  3. Relationship Building: Nurture relationships with current and potential investors through regular communication and tailored product offerings.
  4. Cross-functional Collaboration: Collaborate with cross-functional teams to create customized solutions for clients, assess credit profiles, and close transactions.
  5. New Client Onboarding: Onboard new corporate and family office clients, ensuring a seamless integration into our services.
  6. Portfolio Data Management: Coordinate with stakeholders to capture client portfolio data and upload it into relevant reporting systems, providing custom internal reports.

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