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Job Code
1409440
AVP - Family Office Coverage
Job Description:
The role will entail active prospecting of risk appetite from UHNIs/family offices/corporate treasuries and to raise debt via NCDs/CPs/PTCs for large and mid-corporate clients across sectors.
Key responsibilities:
- Engage with HNIs, family offices and corporate treasuries on their investment appetite
- 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
- Manage existing and potential investor relationships to increase activity on the platform.
- 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.
- Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs
Desired Skills And Experience:
- Have strong understanding of family office requirements and debt product offerings (8-10 years of work experience with a wealth house would be preferred)
- Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential
- Ability to leverage social media platforms and other digital marketing channels to pitch product offerings
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Posted By
583
JOB VIEWS
141
APPLICATIONS
61
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1409440
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