Tipsons Group

<ul>
<li>Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.</li>
<li>Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.</li>
<li>Develop and manage relationships with current and potential investors.</li>
<li>Collaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.</li>
<li>Working with corporates for their fundraising needs if any.</li>
<li>Working with the family office for their investments into credit papers.</li>
<li>Onboarding new corporates as well family office.</li>
<li>Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting</li>
<li>Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting</li>
<li>Maintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy and general portfolio constructs and prepare and coordinate responses to clients and prospect queries</li>
</ul>
<p><strong>The Successful Applicant</strong></p>
<ul>
<li>MBA, Master's Degree in Finance, CA or a bachelor's degree with relevant prior experience</li>
<li>In-depth understanding of family office requirements and debt product offerings, with 3-8 years of experience in a wealth management firm preferred.</li>
<li>Excellent communication skills and the ability to effectively pitch a variety of debt products to HNWIs and family offices</li>
<li>Global mindset with the ability to collaborate and work with teams across different geographies</li>
<li>Understanding of portfolio management basics, including portfolio optimization concepts</li>
<li>Exceptional Excel, PowerPoint and Word skills</li>
</ul>


Manager PCG

Manager PCG

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