Senior Vice President of Wealth Management

You will be responsible for interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products. Your role will involve overseeing the marketing process, creating investor materials, hosting webinars, and organizing investor events. Additionally, you will develop and manage relationships with current and potential investors and collaborate with Product teams to create tailored products for specific situations. Your responsibilities will also include assessing client credit profiles, closing transactions, and working with corporates and family offices for their fundraising and investment needs. As the Corporate Treasurer, you will be in charge of onboarding new corporates and family offices. You will prepare and review client reporting materials such as monthly investment statements and semi-annual investment reports. It will be your duty to coordinate with relevant stakeholders to ensure client portfolio data is accurately captured and uploaded into reporting systems. Moreover, you will be required to maintain a thorough understanding of the firm's product offerings, investment philosophy, and portfolio constructs, and respond to client and prospect queries. To qualify for this role, you must possess an in-depth understanding of family office requirements and debt product offerings, preferably with 3-8 years of experience in a wealth management firm. Excellent communication skills are essential for effectively pitching debt products to HNWIs and family offices. A global mindset is crucial as you will work with teams across different geographies. Understanding portfolio management basics, including portfolio optimization concepts, is required. Proficiency in Excel, PowerPoint, and Word is important. A degree such as an MBA, Master's in Finance, CA, or a bachelor's degree with relevant experience will be advantageous for this position.,