Director/VP - Family office

Responsibilities

• Onboard and engage with UHNIs, family offices, and corporate treasuries regarding their investment appetite.
• Manage client portfolios across diverse products including debt, equity, PMS, AIF, and Mutual Funds.
• Provide thought leadership at various forums to discuss investment trends and portfolio management.
• Collaborate with Product, Legal, and Risk teams to curate relevant products and pitch bespoke deals based on client risk profiles.
• Expand sales propositions by onboarding investors for portfolio management and risk analysis needs.

Requirements

• 10-15 years of experience in wealth management, preferably within a wealth house.
• Deep understanding of family office requirements and various investment product offerings.
• Strong knowledge of structured credit deals and equity markets.
• Excellent communication skills with the ability to pitch complex debt products to high-net-worth individuals.
• Proficiency in leveraging social media and digital marketing channels to promote product offerings.

About the Company

Yubi (formerly CredAvenue) is a leading fintech unicorn redefining global debt markets. Through Yubi Markets, the company provides a one-stop platform for wealth products, enabling investors to access high-quality financial products like NCDs, FDs, and Mutual Funds through advanced technology.