Private Banking Product Specialist
Core
Execute investment transactions and support product due diligence and onboarding for a private banking investment product platform.
Role type
Private Banking Product Specialist (IC)
Builds
Bonds, equities, funds, FX, interest rate products, structured notes, and discretionary portfolio management solutions
Domain
Private Banking / Wealth Management
Required skills
Trade execution, product due diligence, cross-border transactions, structured financing, hedging, regulatory compliance
Preferred skills
Structured repos, bond forwards, total return swaps
Technologies
N/A
Responsibilities
Execute investment transactions, monitor trade status, conduct product due diligence, support product pitches and rollouts, collaborate on hedge sourcing, ensure regulatory adherence
Seniority
Mid-Senior, hands-on IC