Product Manager - IFA

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

Requirements

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

Benefits