Strategic Family Office Investment Specialist

6 hours ago


Anand, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Investment Advisor

We are seeking a seasoned professional to interact with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests.

Main Responsibilities:
  • Interact with HNWIs, family offices, and corporate treasuries to assess investment interests in fixed income products, leveraging expertise in debt product offerings.
  • Oversee marketing efforts, including creating investor materials, hosting webinars, and organizing investor events to promote tailored financial solutions.
  • Develop and manage relationships with current and potential investors, providing bespoke advice on investment opportunities.
  • Collaborate with Product teams to create innovative products for specific situations, assessing client credit profiles and risk management strategies.
  • Onboard new corporates and family offices, ensuring seamless integration into existing networks.
  • Coordinate data uploads into reporting systems and prepare custom internal reports to inform strategic decision-making.
Requirements:
  • In-depth understanding of family office requirements, debt product offerings, and market trends.
  • 8+ years of experience in a wealth management firm, preferably in investment advisory or portfolio management roles.

Benefits include competitive compensation packages, comprehensive training programs, and opportunities for career advancement.



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