Expert Financial Solutions Specialist

2 days ago


Kota, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

We are currently seeking a highly skilled and experienced professional to fill the role of Corporate Treasury and Family Office Specialist.

  • Work closely with high-net-worth individuals, family offices, and corporate treasuries to comprehend their investment interests in fixed income products.
  • Develop and maintain strong relationships with current and potential investors by providing tailored financial solutions for specific situations and assessing client credit profiles to propose customized deals.
  • Collaborate with Product teams to close transactions, onboard new corporates and family offices, and coordinate with stakeholders to ensure seamless data transfer into relevant reporting systems.
  • Possess in-depth understanding of family office requirements and debt product offerings to provide expert advice and guidance.

Key Responsibilities:

  • Market analysis and research
  • Investor relations and communication
  • Financial product development and management
  • Client onboarding and coordination
  • Data analytics and reporting

Requirements:

  • Minimum 3-8 years of experience in wealth management
  • In-depth understanding of family office needs and debt product offerings
  • Exceptional communication and relationship-building skills
  • Able to analyze complex financial data and create effective solutions


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