Senior Fund and ETF Product Specialist

Job Purpose and Your Responsibilities:

  • Driving the product distribution of Funds and ETFs by developing and maintaining marketing materials and providing expert support to distribution activities
  • Ensuring the Fund and ETF products distributed are selected appropriately and in line with internal due diligence procedures and client needs and identify new product ideas
  • Managing new third party funds undergoing both initial and on-going IDD and ODD tracking, maintaining service levels and monitor rating changes
  • Reviewing and improve product processes, ensuring controls and acting as an escalation point for any control issues or governance decisions and identify and respond to risk events
  • Managing the contributions of relevant infrastructure functions, and ensure successful implementation with each distribution channel, contribute to development of the platform
  • Growing the Funds and ETFs business in line with business objectives, leading new business initiatives to support growth and improve profitability
  • Maintaining strong relationships with distribution partners including private bankers and investment advisors with focus on Private Bank.

Skills and Qualifications:

  • Subject matter expertise and coach to less experienced team members within private banking overseas services
  • Several years of experience of Funds and ETFs, product distribution channels (Investment Advisory, portfolio management)  Control Delivery, Marketing and Investment Strategy
  • Strong collaboration with all infrastructure areas and internal stakeholders
  • Experience working with Product teams within private bank and the investment bank to work on strategic developments, regulatory change and global projects
  • Superior influencing and negotiating skills and strong interpersonal skills and the ability to work effectively in a dynamic team environment
  • Knowledge of competitors and the industry is required, what are the current trends in the industry in order to have a complete knowledge of the business
  • Technical expertise of the Fund and ETF products industry and a proven track record in multi-asset portfolio construction, designing portfolio processes
  • Educated to a degree level or experience working in Financial Services and qualification (CFA, MBA, MiF).

Source: for more information click here.

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Company Information
  • Specialism Accounting & Finance, Financial Advisory, Investment Banking
  • Address London, United Kingdom
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