AddressAVP - 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 (3-8 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
