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 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