Product Specialist | Wealth (AMC)

Key Responsibilities:

• Product Expertise: Act as the subject matter expert for wealth management products (mutual funds, structured products, alternative investments, insurance products, etc.).
• Product Development & Innovation:
• Support the development and enhancement of wealth products to meet client needs and market trends.
• Collaborate with cross-functional teams (marketing, compliance, risk, etc.) to develop and refine product offerings.
• Identify gaps in current product offerings and suggest improvements or new product ideas.
• Sales Support:
• Assist relationship managers and sales teams by providing in-depth product knowledge and support during client interactions.
• Conduct training sessions for internal teams on wealth management products and updates.
• Prepare and deliver presentations on product features and performance to clients and partners.
• Client Advisory:
• Partner with relationship managers to understand client needs and recommend suitable wealth management products.
• Provide technical support and product information to clients, addressing queries or concerns regarding the product portfolio.
• Market Analysis & Research:
• Stay updated on market trends, competitor products, regulatory changes, and client needs to help shape the product strategy.
• Conduct research and analysis on new wealth management products and investment opportunities.
• Regulatory Compliance:
• Ensure all wealth management products comply with regulatory standards and internal policies.
• Liaise with the legal and compliance teams to ensure all product offerings meet the necessary regulations.
• Performance Monitoring:
• Monitor and report on the performance of wealth management products, ensuring optimal returns for clients.
• Work with the data and analytics team to assess product performance and provide recommendations for optimization.