Reporting to the Head of Global Markets (GM) Solution Sales for International Wealth Management and the Regional GM Sales Head
Work closely with GM Sales/Product global partners & IWM teams to drive GM solutions for WM clients
Lead the end-to-end client deal lifecycle from origination to distribution/execution across assets classes
Drive client meetings to increase GM product penetration within the wealth management / family office client segment
Work with the global teams to lead strategic reporting
Contribute to streamlining deal execution and structuring process
Ensure compliance with internal policies and external regulatory requirements.
Requirements
5-10 years of experience in financing transactions with Investment Banking, Global Markets, and/or Wealth Management firms
Strong understanding of the wealth management client segment with Global Markets credit structuring/distribution background
Strong financial analysis, due diligence, and risk assessment skills.
Fair understanding of credit and market risk in financing transactions
Proficiency in financial modeling, Python/VBA, PowerPoint presentations and data analysis with experience in using BI tools like Power BI, Tableau, Salesforce, Qlikview etc.
Excellent communication, stakeholder management and project coordination abilities
Ability to effectively communicate and team with global stakeholders and manage multiple / competing priorities and time zones