Senior Financial Product Specialist

About the job

Senior Financial Product Specialist Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. About the Role: The Senior Financial Product Specialist will play a critical role in building and strengthening the firm’s advisory and investment product engine. This role focuses on research, asset allocation, and advisory support across multiple investment products for affluent and high-net-worth clients. Key Responsibilities: 1. MF, PMS & Alternate Product Due Diligence: • Conduct in-depth research on AMCs, Mutual Funds, PMS strategies, and Alternate Investment products. • Evaluate product performance, risk parameters, and investment suitability. • Create and maintain approved product lists. • Prepare detailed product notes, investment rationale, and comparison reports. 2. Asset Allocation & Advisory Framework: • Design and maintain model portfolios for different client risk profiles. • Support strategic and tactical asset allocation decisions. 3. Product Governance & Compliance: • Ensure strong product governance through proper documentation and review processes. 4. Relationship Manager (RM) Support: • Support RMs with client proposals, presentations, and investment recommendations. • Act as a product expert for complex client queries and advisory needs.

Requirements

• MF research
• PMS research
• Alternate Investments expertise
• analytical skills
• data-driven
• communication skills

Qualifications

• Graduate
• 7-10 Years Experience

Preferred Technologies

• MF research
• PMS research
• Alternate Investments expertise
• analytical skills
• data-driven
• communication skills

About the company

Hireginie is a prominent talent search company specializing in connecting top talent with leading organisations, offering customised recruitment solutions across industries.