Yubi - Director - Family Office

Director - Family Office

Key responsibilities :

1. Engage with existing HNIs and Family offices and Onboard new family offices to manage their investment appetite by nurturing strong, long-term relationships and delivering customized investment products

2. Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc

3. Manage existing and potential investor relationships to increase activity on the platform.

4. Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets.

5. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs

Desired Skills and Experience :

1. Have strong understanding of family office requirements and debt product offerings (10-15 years of work experience with a wealth house would be preferred)

2. Strong communication skills and the ability to pitch myriad debt products to HNIs / family offices would be essential

3. Ability to leverage social media platforms and other digital marketing channels to pitch product offerings

(ref : iimjobs.com)