Product Specialist, Wealth & Advisory

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Product Specialist, Wealth & Advisory.

Responsibilities:
- Product development for unit trust and non-discretionary products

• Conceptualize and form product strategies
• Sourcing and performing due diligence on investment products
• Strategizing the development and successful launch of investment products

- Support and execute strategies driving advisory business

• Develop products, training materials, and manage processes necessary for strategy execution
• Assist/support marketing activities including pitching as well as representing the company in external events

- Market research and analysis

• Keep abreast with product landscape as well as sales trends in relevant markets
• Conducting fund analysis/review on both internal and peer funds

- Portfolio solutions

• Present trade recommendations and portfolio rebalancing actions
• Providing investment advice to clients on portfolio allocation and investments
• Providing fund management solutions

- All other matters ancillary to the above including backing-up another Product Specialist to ensure that there is proper follow-up in the absence of the other person.
- To perform any other related duties that Management may require from time to time.

Job Requirements:

• Bachelor's degree and/or professional qualification in relevant discipline
• Minimum 3 years experience in investment/capital markets with any established financial institution
• Possess outstanding project management and analytical abilities
• Possess in-depth market knowledge
• Possess excellent public presentation skills
• Ability to work well in collaborative environment
• Excellent interpersonal and communication skills