Product Specialist, Wealth Management (Bonds & Funds)

Job Description

Responsibilities: • Spearhead initial and continuous due diligence on third-party investment products and external counterparties, ensuring seamless product onboarding. • Conduct deep-dive research into global market trends and emerging asset classes to identify new investment vehicles and enhance the current platform. • Manage and update internal product databases, tracking corporate actions, coupon re-pricings, and product profiles in coordination with operations teams. • Deliver product training, market updates, and technical seminars to internal advisory teams and Relationship Managers. • Develop high-quality marketing materials, performance updates, and ad-hoc analytical reports for senior management and clients. Show More