
Senior Cash Manager: Family Office Investments
8 hours ago
We are seeking a highly skilled and experienced professional to join our team as a Cash Management Specialist. This is an exciting opportunity for a results-driven individual to take on a challenging role that requires excellent communication, analytical, and problem-solving skills.
Responsibilities:
- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to identify their investment interests in fixed income products.
- Lead the marketing process and broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
- Develop and manage relationships with current and potential investors.
- Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, and close transactions.
- Onboard new corporates and family offices.
- Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.
Requirements
To be successful in this role, you will need to possess the following skills and qualifications:An in-depth understanding of family office requirements and debt product offerings.3-8 years of experience in a wealth management firm preferred.
What We Offer
Our company offers a range of benefits and opportunities for professional growth and development. Some of these include:A competitive salary and benefits package.Ongoing training and support to help you develop your skills and knowledge.
How to Apply
If you are a motivated and results-driven individual who is passionate about cash management and wealth management, please submit your application for this exciting opportunity.
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