AVP - Family Office Coverage

AVP - Family Office Coverage

Job Description:

The role will entail active prospecting of risk appetite from UHNIs/family offices/corporate treasuries and to raise debt via NCDs/CPs/PTCs for large and mid-corporate clients across sectors.

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

Desired Skills And Experience :

- Have strong understanding of family office requirements and debt product offerings (3-8 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