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Fixed Income Product Manager
2 weeks ago
The ideal candidate will have a deep understanding of the requirements of high-net-worth individuals, family offices, and corporate treasuries seeking investment opportunities in fixed income products. This includes developing relationships with current and potential investors to gauge their interests.
Main Responsibilities:- Lead marketing efforts to create investor materials, host webinars, and organize events to promote fixed income products.
- Collaborate with Product teams to develop tailored products for specific clients, assess client credit profiles to propose customized deals, and close transactions.
- Onboard new corporate and family office clients, ensuring a seamless integration process.
- Coordinate with stakeholders to capture and upload client portfolio data into relevant reporting systems, preparing custom internal reports.
The successful candidate will have 3-8 years of experience in wealth management, with a proven track record of success in managing client relationships and generating revenue through fixed income product sales.