Senior Manager, Fund Proposition
Core
Lead strategy and portfolio management for new and existing fund propositions to support savings and investment products.
Role type
Senior Manager, Fund Proposition Strategy & Portfolio Management
Builds
Fund portfolios, investment strategies, and sales enablers for life insurance and wealth management products.
Domain
Life Insurance, Asset Management, Wealth Management
Deliverable
product features
Required skills
Fund development, portfolio strategy, financial need analysis, retail financial markets knowledge, public speaking, stakeholder management, resource management
Preferred skills
Trust management, fund analysis, fund distribution strategy
Technologies
None stated
Responsibilities
Develop and manage the fund propositions portfolio including launching new funds and rationalizing existing ranges; Drive segment-based, customer-centric fund propositions; Propose fund and portfolio solutions by partnering with investment management and trust corporations; Develop overall fund portfolio strategy for variable life products; Recommend fund allocation strategies for target segments; Develop investment education and content programs for distributors and customers; Implement fund development and review governance; Review fund performance and management fees; Work with channels and partners to develop sales enablers; Monitor financial market updates and adjust fund positioning.
Seniority
Senior, hands-on IC with strategic ownership
