
Senior Financial Specialist
2 days ago
This role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.
- Key Responsibilities:
- Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate treasuries.
- Develop and manage relationships with current and potential investors by understanding their specific needs and providing bespoke solutions.
- Collaborate with Product teams to create customized products for unique situations and assess client credit profiles to propose innovative deals.
- Closing transactions, onboarding new corporates and family offices while ensuring seamless client experiences.
- Coordinate with stakeholders to capture and upload client portfolio data into relevant reporting systems and prepare custom internal reports.
- Requirements:
- In-depth understanding of family office requirements and debt product offerings is crucial for success.
- Minimum 3-8 years of experience in a wealth management firm preferred but not necessary.
As a key member of our team, you will be responsible for creating personalized marketing strategies, developing strong investor relationships and working closely with our Product teams to craft innovative financial solutions.
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