Product Specialist, Wealth & Advisory

Monroe Consulting Group; Malaysia; On-site; MYR 100,000 - 150,000; Full time

Job summary

An established industry player is looking for a dynamic Product Specialist in Wealth & Advisory to drive product development and market strategies. This role involves conceptualizing product strategies, conducting market research, and providing investment advice to clients. The ideal candidate will have a strong background in investment and capital markets, with excellent project management and analytical skills. Join a forward-thinking team that values collaboration and innovation, and play a key role in shaping investment solutions that meet client needs. This is a fantastic opportunity to make a significant impact in the financial sector.

Qualifications

• Minimum 3 years experience in investment/capital markets with a financial institution.
• Outstanding project management and analytical abilities required.

Responsibilities

• Develop and strategize investment products for the advisory business.
• Conduct market research and present trade recommendations.

Skills

Project Management

Analytical Abilities

Public Presentation Skills

Interpersonal Skills

Communication Skills

Education

Bachelor's Degree in Relevant Discipline

Professional Qualification

Job description

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