Senior Investment Product Expert

Requirements

To be successful in the role, you should meet the following requirements:

Knowledge and experience

• Minimum of six years of working experience as a product specialist or financial advisor
• At least one year of working experience as a product expert or BSM/SBM in WPB
• Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
• Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
• Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
• Demonstrated ability and experience to correctly identify client needs
• Solid skills to manage consultative sales process
• A solid understanding of global anti money laundering standards
• Team player with collaborative skills
• Knowledge of local and Group compliance regulations
• Specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.
  

Accreditations

• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required by country