Financial Services Professional
4 days ago
We are seeking an experienced Corporate Treasury and Family Office professional to collaborate with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products. This role will involve interacting with clients to gauge their investment needs and preferences.
Main Responsibilities:
- Develop and manage relationships with current and potential investors.
- Collaborate with Product teams to create tailored products for specific situations.
- Assess client credit profiles and propose customized deals.
- Onboard new corporates and family offices.
- Coordinate with stakeholders to ensure accurate data capture and reporting.
Required Skills & Qualifications:
- 3-8 years of experience in wealth management or a related field.
- In-depth understanding of family office requirements and debt product offerings.
PREFERRED QUALIFICATIONS:
- Experience working with high-net-worth individuals and family offices.
- Strong analytical and problem-solving skills.
BENEFITS:
This role offers the opportunity to work with various stakeholders and develop strong relationships with clients. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to analyze complex financial data. If you are a motivated and detail-oriented professional looking for a challenging role, please apply.
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