Financial Product Specialist (DRs, Structured Notes )

Job Summary

The Financial Product Specialist plays a key role in driving the growth of the Department's investment products by supporting product distribution, client engagement, marketing initiatives, and business development activities. Working closely with Sales teams and key stakeholders, the role is responsible for promoting investment products, delivering product education, identifying business opportunities, and enhancing sales processes to improve operational efficiency and client experience.

Key Responsibilities

• Serve as the product specialist for DRs, Structured Notes and other investment products offered by the Department, providing product expertise and advisory support to Sales teams and clients.
• Drive product distribution and business growth by supporting client acquisition, product promotion, and sales initiatives.
• Lead investor education and product awareness initiatives through seminars, workshops, webinars, and other communication channels.
• Develop and execute marketing strategies and campaigns to increase product visibility, client engagement, and market penetration.
• Identify new business opportunities, market trends, and client needs to support product development and commercialization initiatives.
• Collaborate with internal and external partners, including issuers, counterparties, and relevant departments, to support product-related projects and business objectives.
• Enhance sales processes, systems, and tools to improve operational efficiency, client experience, and overall sales effectiveness.

Qualifications

• Bachelor’s degree or higher in Business Administration, Economics, Finance, Marketing, or related fields.
• Minimum 4 years of experience in investment products, wealth management, or related financial services, with experience in sales, client advisory, or relationship management.
• Strong knowledge of investment products, particularly Depositary Receipts (DRs) and Structured Notes.
• Strong presentation, communication, and interpersonal skills, with the ability to explain complex investment concepts effectively.
• Experience in product marketing, sales support, investor education, or business development is an advantage.
• Customer-oriented, proactive, and able to build strong relationships with clients and stakeholders.
• Able to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.