
Family Office Investment Manager
2 days ago
We are seeking a skilled professional to manage relationships with high-net-worth individuals, family offices and corporate treasuries.
Key Responsibilities- Interact with HNWIs, family offices and corporate treasuries to gauge their investment interests into fixed income products.
- Oversight of the marketing process including creation of investor materials, hosting webinars and organizing investor events.
- Development and management of relationships with current and potential investors.
- Collaboration with Product teams to create tailored products for specific situations, assessment of client credit profiles to propose customized deals and transaction closure.
- Onboarding of new corporates and family offices.
- Coordination with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and preparation of custom internal reports.
- In-depth understanding of family office requirements and debt product offerings.
- 3-8 years experience in a wealth management firm preferred.
We offer a range of opportunities for career growth and development.
This role will involve working closely with colleagues across various departments.
The ideal candidate will possess excellent communication and interpersonal skills.
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