Investment Expert
Core
Provides investment-related education, support, and information frameworks to customers, distributors, and internal departments based on macroeconomic and financial market expertise.
Role type
Investment Expert (Education & Support)
Builds
Educational materials, presentations, training sessions, and investment frameworks for variable products and foreign currency products.
Domain
Financial Services / Investment Management / Asset Allocation
Deliverable
product features
Required skills
Macroeconomic analysis, Financial market knowledge, Fund selection expertise, Presentation skills, Regulatory compliance understanding
Preferred skills
Experience in financial institutions, asset management, or investment advisory
Technologies
None stated
Responsibilities
Create investment environment and asset allocation materials for customers, Plan and execute training seminars and webinars for distributors, Support fund selection for variable insurance products, Engage with distributors at management levels for large accounts, Monitor market trends and regulatory changes
Seniority
Mid-Senior, hands-on IC