Vice President Fixed Income Tipsons Group

3.0 - 8.0 years

0 Lacs

delhi

On-site

As a professional in this role, you will engage with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand and assess their investment preferences in fixed income products. Your responsibilities will include overseeing the marketing process and broader company marketing initiatives, such as developing investor materials, conducting webinars, and organizing investor events. Building and maintaining relationships with current and potential investors will be a key aspect of your role. You will collaborate closely with Product teams to design customized products for specific scenarios, evaluate client credit profiles to suggest personalized deals, and facilitate transaction closures. Onboarding new corporates and family offices will also be part of your duties. Furthermore, you will be required to work closely with relevant stakeholders to ensure that client portfolio data is accurately captured and entered into appropriate reporting systems. You will also be responsible for generating custom internal reports. The ideal candidate for this position should possess a thorough understanding of family office requirements and debt product offerings. Prior experience of 3-8 years in a wealth management firm is preferred to excel in this role.,

Posted 6 days ago

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Corporate Treasury and Family Office Tipsons Group

3.0 - 8.0 years

0 Lacs

maharashtra

On-site

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. Additionally, you will oversee the marketing process and broader company marketing efforts, which includes creating investor materials, hosting webinars, and organizing investor events. Your role will involve developing and managing relationships with current and potential investors, collaborating with Product teams to create tailored products for specific situations, assessing client credit profiles to propose customized deals, and closing transactions. You will also be responsible for onboarding new corporates as well as family offices. Furthermore, you will need to coordinate with relevant stakeholders to ensure that client portfolio data is captured and uploaded into relevant reporting systems. Additionally, you will be required to prepare custom internal reporting. To be successful in this role, you should have an in-depth understanding of family office requirements and debt product offerings. Ideally, you should have 3-8 years of experience in a wealth management firm.,

Posted 6 days ago

Apply

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