Product Specialist
Job Description
REQUIREMENTS
Education
• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFA / CAIA / FRM (preferred but not mandatory).
Experience
• 4–10 years in:
o Private banking
o Asset management
o Investment advisory
o External Asset Manager environment preferred.
Technical Skills
• Strong knowledge of:
o Fixed income and structured products
RESPONSIBILITIES
Support the investment advisory and portfolio management function by sourcing, analyzing, structuring, and monitoring investment products across asset classes.
The role acts as a technical bridge between Relationship Managers, private banks, product providers, and clients to ensure optimal investment solutions aligned with client objectives and regulatory requirements.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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