High Net Worth Investor Liaison

2 days ago

Lucknow, Uttar Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 2,00,00,000

We are seeking a seasoned professional to interact with high-net-worth individuals, family offices and corporate treasuries.

Key Responsibilities:
  • We are looking for an individual who can oversee marketing efforts, develop investor relationships and collaborate with product teams.
  • This role requires the ability to interact with high-net-worth individuals, family offices and corporate treasuries to understand investment interests in fixed income products.
  • The ideal candidate will be responsible for overseeing the creation of investor materials, hosting webinars and organizing investor events.
  • This position involves developing and managing relationships with current and potential investors.
  • The successful candidate will collaborate with Product teams to create tailored products for specific situations and assess client credit profiles to propose customized deals.
  • This role also involves onboarding new corporates and family offices, coordinating with stakeholders to capture and upload client portfolio data into relevant reporting systems and preparing custom internal reporting.
Requirements:
  • The ideal candidate should have experience interacting with high-net-worth individuals, family offices and corporate treasuries.
  • A strong understanding of fixed income products is required.
  • Excellent communication and interpersonal skills are essential for this role.
  • The candidate should be able to work effectively in a team environment and possess excellent problem-solving skills.
  • A bachelor's degree in a related field is required.
  • Proficiency in Microsoft Office is necessary.
Benefits:
  • A competitive salary and benefits package is offered.
  • The opportunity to work with a dynamic team and contribute to the growth and success of the organization.
  • A comprehensive training program to support professional development and career advancement.

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