Private Wealth Advisor

As an Investment Relationship Manager, your role involves interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their interest in fixed income products. You will oversee the marketing process and contribute to broader company marketing efforts by creating investor materials, hosting webinars, and organizing investor events. Developing and managing relationships with current and potential investors will be a key responsibility. Key Responsibilities: - Collaborate with Product teams to design tailored products for specific situations - Assess client credit profiles to propose customized deals and close transactions - Work with corporates for their fundraising needs - Assist family offices in their investments into credit papers - Onboard new corporates and family offices Qualifications Required: - Strong communication and interpersonal skills - Proven experience in investment management or financial services - Ability to analyze client credit profiles and propose suitable investment solutions - Familiarity with client reporting processes and systems - Knowledge of fixed income products and investment strategies In addition to the above roles and responsibilities, it is important to maintain a deep understanding of the firm's product offerings, investment philosophy, and general portfolio constructs. You will be responsible for preparing and reviewing client reporting materials, ensuring client portfolio data is accurately captured and uploaded into relevant reporting systems, and coordinating responses to client and prospect queries.,