The product manager will guide financial advisors in investment strategies, manage product lifecycles, and collaborate with teams to ensure smooth operations.
- Be the subject matter expert to enable our financial advisor to deliver investment strategy and transactions for different asset classes to HNWI clients
- Provide customized planning in terms of financial calculation to go above and beyond in creating a unique product range by identifying patterns and revenue opportunities
- Develop and test pricing, execution, and risk management strategies using financial modeling, and backtesting to optimize returns and mitigate risks
- Building, maintaining, and upgrading applications & tools needed to ensure a smooth operations process
- Collaborates with the relevant teams such as Technology, Growth, and Operations by providing a clear timeline to make sure the project delivery and transaction executions
- Bachelor's Degree in Financial Engineering/Finance/Mathematics or other relevant major from a reputable university
- Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields
- Holds CFA level 3 certification
- Has experience managing the entire lifecycle of investment products, from ideation, analysis, and backtesting to implementation
- Strong communication and presentation skills
- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Hybrid working arrangement
Top Skills
Financial Modeling
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