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Lead - Family Office

Lead - Family Office

Yubi

2 - 8 years

4 - 10 Lacs

Gurgaon

Posted:2 months ago| Platform:

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Skills Required

Supply chain Loans Trade finance Social media Genetics Digital marketing Portfolio management Financial services Debt market

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 Requirements: Have a strong understanding of family office requirements and debt product offerings (2-8 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

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Yubi

www.yubi.com.br

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576 Jobs

Key People

Jaimie R. Dorrance

CEO
Chris P. Brown

CTO

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Lead - Family Office

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