Senior Financial Product Specialist

Role Overview

- This role builds the advisory and investment product engine covering MF/PMS research, asset allocation, and advisory support for affluent clients.

Key Responsibilities

1. MF & PMS Due Diligence

- Research AMCs, funds, PMS strategies, Alternates, including Invits / REITS, MLD s and Credit funds

- Maintain approved lists

- Prepare product notes

2. Asset Allocation & Advisory Framework

- Build model portfolios

- Tactical/strategic allocation

- Integrate with AI engine

3. Product Governance

- Documentation

- Reviews

- Regulatory alignment

4. RM Support

- Proposal preparation

- Portfolio reviews

Ideal Candidate Characteristics

- One with Strong MF/PMS research capability and the Other with Alternates

- Experience in affluent/retail wealth

- Analytical, data-driven, fluent with product notes