Wealth Product Specialist (Mutual Funds)

หน้าที่ความรับผิดชอบ

• Fund Selection: Evaluate, screen, and select mutual funds, ETFs, and offshore products that align with market trends and client investment goals.
• Content Creation: Create engaging, educational content for company digital platforms.
• Client Support: Provide product training, sales support, and client education on mutual fund structures and benefits.
• Sales & Marketing: Collaborate on campaigns and materials to promote fund offerings across client segments.

คุณสมบัติ

• Bachelor’s degree in finance, economics, business administration, or a related field. A Master’s degree or CFA (Chartered Financial Analyst) designation is a plus.
• Minimum of 5 years of experience in investment product management, with a strong focus on mutual funds.
• Strong knowledge of mutual fund structures, investment strategies, and market dynamics.
• Experience working in the financial services industry, preferably with securities firms, asset management firms, or banks.
• Familiarity with investment platforms and tools used for mutual fund trading, reporting, and portfolio management.
• Ability to work independently and as part of a collaborative team in a fast-paced environment.
• Excellent analytical, communication, and presentation skills
• Proficiency in Excel, PowerPoint, and financial tools

สนใจติดต่อ [email protected]