Treasury Financial Strategist

18 hours ago


Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,50,00,000
Corporate Treasury and Family Office

We are seeking a highly skilled professional with exceptional analytical, communication, and interpersonal skills to excel in this role. Key responsibilities include interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products.

Key Responsibilities:
  • Develop and manage relationships with current and potential investors, creating tailored solutions for their unique needs.
  • Collaborate with Product teams to create customized debt products, assess client credit profiles, and close transactions.
  • Onboard new corporates and family offices, ensuring seamless integration into our operations.
  • Coordinate with stakeholders to ensure accurate client portfolio data is captured and uploaded into relevant reporting systems.
  • Prepare custom internal reports and provide insights to inform business decisions.

The ideal candidate will have 3-8 years of experience in a wealth management firm, with a deep understanding of family office requirements and debt product offerings. They must possess strong relationship-building skills, excellent communication, and the ability to navigate complex financial scenarios.



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