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About the Role
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.
Working with corporates for their fundraising needs if any.
Working with the family office for their investments into credit papers.
Onboarding new corporates as well family office.
Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting.
Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploade...
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.
Working with corporates for their fundraising needs if any.
Working with the family office for their investments into credit papers.
Onboarding new corporates as well family office.
Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting.
Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploade...
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