Family Office Investment Manager

2 days ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

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.
Requirements
  • 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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