
Corporate Financial Solutions Specialist
1 day ago
We are seeking a highly skilled professional to fill this Corporate Treasury Specialist role. This position requires a strong understanding of high-net-worth individuals (HNWIs), family offices, and corporate treasuries.
- Investment Interests
The successful candidate will be responsible for identifying the investment interests of HNWIs, family offices, and corporate treasuries in fixed income products. This involves developing and maintaining relationships with current and potential investors.
Marketing and Investor EngagementThe candidate will oversee the marketing process, creating investor materials, hosting webinars, and organizing investor events to promote our fixed income products and services.
Relationship ManagementThey will develop and manage relationships with current and potential investors, working closely with Product teams to create tailored financial solutions for specific situations.
Credit Assessment and Transaction ClosureThe candidate will assess client credit profiles to propose customized deals and close transactions, ensuring seamless execution of client requests.
Client Onboarding and Portfolio ManagementThey will onboard new corporates and family offices, coordinate with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems, and prepare custom internal reports.
Family Office ExpertiseA deep understanding of family office requirements and debt product offerings is essential for this role, preferably gained through 3-8 years of experience in a wealth management firm.
This is an exciting opportunity for a talented individual to leverage their expertise and contribute to the success of our organization.
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Financial Operations Specialist
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Accounting Solutions Specialist
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Financial Management Specialist
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Corporate Law Specialist
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Corporate Trainer Specialist
1 day ago
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