Product Specialist – Investment Products
Core
Own the end-to-end product lifecycle for mutual funds, bonds, and structured products, including screening, due diligence, and translating complex financial concepts for relationship managers and clients.
Role type
Senior IC product specialist (investment products)
Builds
Product suite for private bank/wealth management clients
Domain
Wealth management / Investment products
Required skills
Product selection and onboarding, continuous due diligence, risk-return evaluation, regulatory compliance, front office advisory, content creation (market updates, pitch books), counterparty management, user journey optimization
Preferred skills
CFA, FRM, CFP, SFC Type 1/4 licenses
Technologies
Multi-asset class platforms, OTC structured products systems
Responsibilities
Lead research and selection of third-party investment products, evaluate product mechanics and risk profiles, provide product guidance to sales teams, create sales collateral, manage relationships with fund houses, partner with product managers to enhance client workflows
Seniority
Senior, hands-on IC