Job Purpose:

  • With the continued expansion of our product offering an exciting opportunity exists for a Product Specialist based in Sydney
  • Reporting to the Head of Product, you will work in an experienced and highly motivated team.

Your Responsibilities:

  •  Assisting with Separately Managed Account (SMA) implementation, management and oversight of client accounts invested in 3rd party models
  • Assisting with Managed Fund, LIC, ETF, SMA product due diligence operational roll out
  • Lead Structured Product Sales support
  • Liaising with external portfolio managers on model changes, updates and trade rationales.
  • Implementing a robust framework designed to minimize risk and maximize operational efficiency.
  • Engaging with financial advisers on issues arising on client accounts
  • Influencing senior stakeholders – internal and external
  • Accurately explain complex or unfamiliar business, operational or financial information to key stakeholders
  • Working in a team environment that fosters diversity, flexibility, and talent
  • Positively engage with & support, advocate and implement change.
  • Commercial acumen, including the ability to quickly build and dissect business cases.
  • Help determine key drivers of our business model and third party selection (SMA/Structured products)/ongoing review
  • Understand the relationships between key drivers as well as the impact market conditions have on key drivers and work to leverage opportunities created by these drivers
  • Third Party Manager fee invoicing.

Skills and Qualifications:

Technical/Specialist Skills/Competencies
• Knowledge of the Investment platforms market
• Knowledge of Global Investment Operations and custody fundamentals
• Advanced knowledge of Equities, ETFs, LIC’s, Managed Funds, Hybrids and Structured Products
• SMA/Managed Account experience is also desirable

Personal Attributes/Interpersonal skills
• Confident in dealing with a large range of demanding stakeholders, including Financial Advisors
• Strong public speaking and presentation skills
• Client focused with the ability to build rapport at all levels
• Strong written and verbal skills
• Excellent attention to detail
• Ability to work autonomously and to prioritise tasks where required
• Solutions orientated

Qualifications / Experience Required
• Tertiary qualifications
• Industry recognised education preferred (e.g. ASIC RG 146 compliant)
• Proven experience within a Wealth Management firm or wrap platform provider
• Previous exposure to wrap products
• Track record in providing client solutions and driving sales

Compliance Responsibilitie:

  • Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct
  • Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements

Key Business Relationships

  • The incumbent will be required to work with stakeholders across the organisation including: Financial Advisers, Marketing, Business Management, Risk Management, Trading, Operations, Management, Legal and Compliance.

Source: for more information click here.

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