Product Specialist - Wealth Management
Job description
Presenting our product proposition ranging across asset classes to UHNWI and Family offices. Accompanying RMs on client meeting to provide a deep understanding on various investment products.
Working closely with the Region head to drive sales across a range of carefully curated investment products.
Developing a strong feedback mechanism between the branch's sales team and central product team to further enhance our product proposition.
Actively addressing queries regarding new/existing from RMs/Clients.
Driving product road shows at the branch level.
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Presenting our product proposition ranging across asset classes to UHNWI and Family offices. Accompanying RMs on client meeting to provide a deep understanding on various investment products.
Working closely with the Region head to drive sales across a range of carefully curated investment products.
Developing a strong feedback mechanism between the branch's sales team and central product team to further enhance our product proposition.
Actively addressing queries regarding new/existing from RMs/Clients.
Driving product road shows at the branch level.