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Product Manager - IFA

Salary undisclosed

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Original
Simplified
  • 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

  • Supportive teammates
  • Health insurance benefits
  • Self development activities that support careers
  • Hybrid working arrangement
  • 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

  • Supportive teammates
  • Health insurance benefits
  • Self development activities that support careers
  • Hybrid working arrangement