Senior Financial Product Specialist

Description:

Role Overview:

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

- Maintain approved lists

- Prepare product notes

- Asset Allocation & Advisory Framework

- Build model portfolios

- Tactical/strategic allocation

- Integrate with AI engine

- Product Governance

- Documentation

- Reviews

- Regulatory alignment

- 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