Senior Financial Product Specialist- Wealth Management

The Company:

Candidate Profile:

5 years as Financial Product Specialist.

Should have Strong Mutual Fund ( MF)/Portfolio Management System (PMS) research capability.

Experience in affluent/retail wealth

Should be Analytical, data-driven, fluent with product knowledge.

Role Overview

This role builds the advisory and investment product engine covering MF/PMS research, asset allocation, and advisory support for affluent clients.

Key Responsibilities

MF & PMS Due Diligence

- Research AMCs, funds, PMS strategies, Alternates, including Invits / REITS, MLD s and Credit funds

- Maintain approved lists

- Prepare product notes

Asset Allocation & Advisory Framework

- Build model portfolios

- Tactical/strategic allocation

- Integrate with AI engine

3. Product Governance

- Documentation

- Reviews

- Regulatory alignment

4. RM Support

- Proposal preparation

- Portfolio reviews

Compensation:

Highly competitive with the best in the industry