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8 hours ago
We are seeking a seasoned professional to join our team as a Corporate Treasury and Family Office Specialist. In this role, you will interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests in fixed income products.
- Product Promotion: Develop marketing strategies, create investor materials, host webinars, and organize investor events to promote our fixed income product offerings.
- Client Onboarding and Relationship Management: Develop and manage relationships with current and potential investors, onboard new corporates and family offices, and assess client credit profiles to propose customized deals.
- Collaboration and Deal Execution: Collaborate with Product teams to create tailored products for specific situations and close transactions.
- Data Management and Reporting: Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems, and prepare custom internal reporting.
About the Ideal Candidate: We are looking for an experienced professional with 3-8 years of experience in a wealth management firm, who has an in-depth understanding of family office requirements and debt product offerings.
We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
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