Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Product Specialist, Wealth & Advisory.
Responsibilities:
- Product development for unit trust and non-discretionary products
- Conceptualize and form product strategies
- Sourcing and performing due diligence on investment products
- Strategizing the development and successful launch of investment products
- Support and execute strategies driving advisory business
- Develop products, training materials, and manage processes necessary for strategy execution
- Assist/support marketing activities including pitching as well as representing the company in external events
- Market research and analysis
- Keep abreast with product landscape as well as sales trends in relevant markets
- Conducting fund analysis/review on both internal and peer funds
- Portfolio solutions
- Present trade recommendations and portfolio rebalancing actions
- Providing investment advice to clients on portfolio allocation and investments
- Providing fund management solutions
- All other matters ancillary to the above including backing-up another Product Specialist to ensure that there is proper follow-up in the absence of the other person.
- To perform any other related duties that Management may require from time to time.
Job Requirements:
- Bachelor's degree and/or professional qualification in relevant discipline
- Minimum 3 years experience in investment/capital markets with any established financial institution
- Possess outstanding project management and analytical abilities
- Possess in-depth market knowledge
- Possess excellent public presentation skills
- Ability to work well in collaborative environment
- Excellent interpersonal and communication skills
