Product Manager - Investment Solutions - UHNW/HNW Clients - BFSI

Company: A leading Financial Services firm is looking for Product Manager to work across asset classes and product categories.

Job Description:

- Create investment solutions for the Firms UHNW/HNW clients based on well defined client needs and market segments, the characteristics of which reflect the attributes of such products/propositions.

- Build and grow the offering suite for firm by proactively identifying and on boarding new investment ideas and by maintaining a suite of recommendation lists and products for the sales teams.

- Negotiating, finalizing and building effective revenue streams (both upfront and annuity ) for the offering suite, to generate fee income for attainment of business goals.

- Act as subject matter expert, provide product knowledge and support to the sales team, raising awareness and understanding of the proposition and new product launches.

- Work with clients and RMs to structure optimum investment solutions within firms regulatory framework and as per client's risk appetite.

Skills:

- Professional /Post Graduate in Finance, accounting or related discipline

- 5+ years of investment / private wealth experience with 3+ years of experience on product management experience for high net-worth and ultra high net-worth clients or family offices.

- Demonstrated skill in ability to ideate structure and select ideal investment solutions for UHNW/HNW clients.

- Experience on investment advisory / research will be an added advantage

- Working knowledge of applicable Firm products and services.

- Excellent problem-solving skills and good process -facilitating skills

- Detail oriented, and good organizational, interpersonal, communication, and writing skills.