Director / VP - Family office
On-siteChennai, Tamil Nadu, India
Job Summary
Onboard and engage with HNIs, family offices, and corporate treasuries to assess investment appetite across debt, equity, PMS, AIF, and mutual funds. Conduct thought leadership at forums to manage portfolios and share investment trends, while collaborating with Product, Legal, and Risk teams to pitch bespoke deals and optimize capital market returns. Expand sale propositions by onboarding investors for portfolio management and risk analysis needs, leveraging digital channels to reach diverse investor categories. This role supports Yubi Markets' mission to democratize access to high-quality financial products in India through technology and a unified platform for wealth managers.
Required Qualifications
- Strong understanding of family office requirements and investment product offerings
- Good understanding in structured credit deals and equity markets
- Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices
- Ability to leverage social media platforms and other digital marketing channels to pitch product offerings
Desired Qualifications
- 10-15 years of work experience with a wealth house
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