Wealth Manager

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 Youll 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 Were Looking For

• 812 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