Senior Financial Product Specialist - Wealth Advisory

Senior Financial Product Specialist Wealth Advisory

Organization Overview

A technology-driven financial services organization operating in the wealth and investment advisory domain, catering to affluent and high-net-worth clients. The firm follows a research-first approach to advisory, offering a diversified suite of investment products while maintaining robust governance, risk management, and regulatory compliance standards.

Role Details

Position: Senior Financial Product Specialist

Work Location: Gurgaon / Hybrid / Remote

Experience: 710 Years

Education: Graduate (Finance, Economics, Management preferred)

Role Overview

The Senior Financial Product Specialist will be a key contributor to the firms investment research and advisory product framework. The role involves deep research across mutual funds, portfolio management services, and alternative investments, along with supporting asset allocation strategies for affluent and HNI clients.

You will work closely with advisory teams, relationship managers, and digital advisory platforms to strengthen product selection, governance, and portfolio construction.

Core Responsibilities

Investment Product Research & Due Diligence

- Perform comprehensive evaluation of Mutual Funds, PMS strategies, and asset managers

Conduct due diligence on Alternative Investment products, including:

- AIFs, InvITs, REITs

- Market-Linked Debentures (MLDs)

- Credit and structured investment products

- Assess historical performance, risk metrics, portfolio composition, and suitability

- Maintain and update approved product universes

- Prepare research notes, investment theses, and comparative product analyses

Asset Allocation & Advisory Support

- Build and maintain model portfolios aligned to various risk profiles

- Support both strategic and tactical asset allocation decisions

- Collaborate with internal teams to integrate research insights into digital/AI-led advisory platforms

- Continuously refine advisory frameworks based on market dynamics and client objectives

Product Governance & Regulatory Alignment

- Ensure robust product governance through structured documentation and review mechanisms

- Conduct periodic product performance reviews and updates

- Maintain alignment with SEBI regulations, internal compliance guidelines, and risk policies

Relationship Manager Enablement

Partner with Relationship Managers on:

- Client investment proposals and presentations

- Portfolio review and rebalancing discussions

- Act as a subject-matter expert for complex product and advisory-related client queries

- Support client-facing discussions with data-backed insights and recommendations

Candidate Requirements

- Strong expertise in Mutual Fund & PMS research or Alternate Investments (roles may be aligned accordingly)

- Prior experience within wealth management, private banking, or affluent advisory setups

- Strong analytical mindset with high attention to detail

- Proven ability to create structured research notes, product documentation, and advisory material

- Solid understanding of Indian capital markets, investment structures, and risk-return dynamics

- Comfortable working with multiple stakeholders across advisory, sales, and product teams