Wealth Manager – Unlisted Debt | HNI/UHNI Coverage
We are looking to onboard a seasoned wealth professional with a strong track record in placing unlisted debt securities with HNI/UHNI clients, family offices and corporate treasuries.
If you have deep client relationships and a sharp eye for fixed income opportunities, this role offers a strong platform to scale.
What You'll Do
- Manage and grow a portfolio of HNI, UHNI, family office and corporate treasury clients
- Drive revenue through distribution of unlisted debt and other wealth products
- Act as a trusted advisor, offering tailored investment solutions
- Acquire new clients through strong networks, referrals and market connects
- Build long-term relationships to ensure high client retention and engagement
What We're Looking For
- 8–12 years in wealth management with strong exposure to unlisted debt / fixed income products
- Proven track record of placing unlisted debt securities with HNI/UHNI and institutional clients
- Strong existing relationships with HNI, UHNI, family offices and corporate treasuries
- Demonstrated success in client acquisition and revenue generation
- Strong market understanding and excellent relationship management skills
