Senior Financial Services Manager
12 hours ago
As a financial services professional, you will play a key role in the development and management of relationships with high-net-worth individuals, family offices, and corporate treasuries. Your primary objective will be to gauge investment interests into fixed income products.
Key Responsibilities:- Interact with clients to understand their financial goals and objectives.
- Develop and manage relationships with current and potential investors.
- Collaborate with Product teams to create tailored financial solutions for specific situations.
Responsibilities include creating personalized financial plans, assessing client credit profiles, and closing transactions. You will also oversee the marketing process, including developing investor materials, hosting webinars, and organizing investor events.
In this role, you will have the opportunity to work closely with our Product teams to develop and implement new strategies. Your experience in wealth management firms will be invaluable as you help us grow our business and expand our reach. If you are passionate about building strong relationships and driving business growth, we encourage you to apply.
Requirements:- Minimum 3-8 years of experience in a wealth management firm.
- Strong understanding of family office requirements and debt product offerings.
- Excellent communication and relationship-building skills.
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