Product Specialist
Job Description & How to Apply Below
Role Purpose The Product Specialist will 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.
Education- Bachelor’s degree in Finance, Economics, Business, or related field.
- CFA / CAIA / FRM (preferred but not mandatory).
- 4–10 years in Private banking
- Asset management
- Investment advisory
- External Asset Manager environment preferred.
- Strong knowledge of Fixed income and structured products
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