Senior Wealth Management Specialist

2 days ago

Meerut, Uttar Pradesh, India beBeeFamilyOffice Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Summary

We are seeking a highly skilled Corporate Treasury and Family Office professional to join our team.

Key Responsibilities:
  • Investor Relations: Interact with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.
  • Marketing: Oversee marketing efforts, create investor materials, host webinars, and organize investor events.
  • Relationship Management: Develop and manage relationships with current and potential investors.
  • Product Development: Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles, propose customized deals, and close transactions.
  • Onboarding: Onboard new corporates and family offices.
  • Data Management: Coordinate with stakeholders to capture and upload client portfolio data into relevant reporting systems and prepare custom internal reporting.
Requirements:
  • Deep understanding of family office requirements and debt product offerings.
  • Three to eight years of experience in wealth management firms.

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