Job Description
- 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 ca...
- 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 ca...
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