Corporate Treasury and Family Office

Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.

Oversee the marketing process as well as 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, close transactions.

Onboarding new corporates as well family office.

Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.

In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in a wealth management firm preferred.