Wealth Manager - Bond Platform

JOB OBJECTIVE :

The role will be responsible for enhancing relationships with existing investors and sourcing new investors. The target investor segment will be across Ultra High Net Worth Individuals, family offices and corporate treasuries. The person will be responsible for onboarding investors, identifying requirements, assessing risk appetite and revenue generation.

4. KEY ACCOUNTABILITIES:

- Strategize and manage investor relationships

- Effectively manage and enhance existing relationships

- Acquire and onboard new investors

- Identify investor requirements, understand and document goals, obtain financial information to assess product suitability and market offerings

- Articulating the value add provided by the AltiFi platform to investors

- Responsible for achieving targets on acquisition, platform utilization and revenue

- Coordinating with the technology team on enhancing customer journey and functionalities

- Coordinating with the products team on investor preferences so that the right securities and sourced and offered through the platform

- Keeping updated with latest trends and market opportunities

- Coordinating with other teams on pricing/ monetization decisions

- Ideating, conceptualizing and executing new products on the platform based on investor feedback

5. Ideal Profile:

- Experience in the wealth management industry managing relationships with HNIs and corporate treasuries

- Strong relationships with family offices and wealth management firms

- Ability to work in an evolving and unstructured environment

- Strong leadership qualities and organizational skills

- Excellent written and oral communication skills