Director - Family Office

Yubi Markets; Bengaluru; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Yubi Markets, a subsidiary of Yubi Group, seeks a senior investment liaison to cover investors across HNIs, family offices and corporate treasuries in Bengaluru. You will prospect and onboard clients for debt, equity, PMS, AIF and mutual funds, shaping portfolios aligned with risk and return objectives.

You will work with Product, Legal and Risk teams to tailor offerings, lead thought leadership at forums, and expand the investor base through strategic digital outreach and personalized

Qualifications

• 10–15 years of experience in wealth management or within a wealth house.
• Strong understanding of structured credit deals and equity markets.
• Excellent communication skills to pitch debt products to HNIs and family offices.
• Ability to leverage social media and digital channels to reach investors.

Responsibilities

• Onboard and engage with HNIs, family offices and corporate treasuries on investment appetite.
• Pitch bespoke deals across debt, equity, PMS, AIF and mutual funds.
• Collaborate with Product, Legal and Risk to tailor offerings.
• Expand investor base and manage portfolio risk analysis.

Skills

Wealth management

Client acquisition

Investor onboarding

Portfolio management

Debt & equity products

Social media marketing

Job description

Yubi Markets is a wholly-owned subsidiary of Yubi Group, India’s pioneering and largest debt platform. We stand at the forefront of enterprise finance and wealth distribution, creating a unified and powerful ecosystem for capital. At our core, we provide comprehensive enterprise finance solutions including but not limited to term loans, working capital, NCDs, CCD’s and unlisted equity to corporations across the spectrum, from agile SMEs/MSMEs to large listed entities. Complementing this, we are the home of Aspero, India’s premier Online Bonds Platform (OBP), which is revolutionizing access to fixed-income investments.

Our unique strength lies in our unparalleled multi-channel distribution network. We seamlessly connect products with capital through a vast and diverse channel partner ecosystem, including:

• National Distributors & Institutions
• Family Offices & Corporate Treasuries
• IFAs & Mutual Fund Distributors (MFDs)

About the role

The role is for Yubi Markets, to cover investors. Specifically, the role will entail active prospecting of various categories of investments from UHNIs/ Family offices/ Corporate treasuries including debt, equity, PMS, AIF and Mutual Funds.

Key responsibilities

• Onboard and engage with HNIs, Family offices and Corporate treasuries on their investment appetite across investment products and managing portfolio for them.
• Thought leadership at various forums for family offices, treasuries and HNIs for managing their portfolios and investment trends as well as inputs at Yubi Markets for curating relevant products by engaging with Products team.
• Partner cross-functionally with our Product, Legal and Risk teams to understand products specific to situations, understand the riskt profile of clients to pitch bespoke deals to investors - close deals and optimize returns as it relates to capital markets.
• Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs

Desired Skills and Experience

• Have strong understanding of family office requirements and investment product offerings (10-15 years of work experience with a wealth house would be preferred)
• Good understanding in structured credit deals and equity markets
• Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential
• Ability to leverage social media platforms and other digital marketing channels to pitch product offerings