Position Purpose
Product Specialist needs to execute and manage various investment products on WM Trading platform.
Product Specialist needs to maintain and perform inventory / data warehousing for WM.
Product Specialist needs to perform product life cycle management and relevant output.
Responsibilities
Direct Responsibilities:
•Handle orders and deals for investment products including fixed income and structured products.
•Respond to enquiry of product information, price quotation and order status.
•Prepare product marketing materials and review related product document
•Conduct portfolio analysis and provide advice for necessary action.
•Track product performance and follow up recommended products and propose investment solutions
•Familiarized with external regulations and internal guidelines/procedures; ensure trades/products are done in accordance with internal rules and external regulations.
•Participate in system enhancement projects and suggest efficient business process
Contributing Responsibilities
•Sourcing new product information and collect market intelligence
•Understand the product settlement process and able to interpret related corporate action activities
Technical and Behavioral Competencies required
1. Professional knowledge and experience in dealing internal and external clients as well as investment product advising.
2. Professional knowledge of investment products including Fixed Income, structured products, etc.
3. Teamwork spirit and highest standard of integrity in terms of behavior.
Experience and Qualifications required
1. 高業執照
