Product Specialist
We are seeking a highly motivated and hands-on Product Specialist (Investment Consultant) to join our client's team in Shenzhen. This role is ideal for someone with strong communication skills, a deep understanding of investment products, and a passion for delivering tailored solutions to clients. You will act as a bridge between the investment team and external stakeholders, ensuring our products are well-positioned and clearly understood in the market.
Key Responsibilities:
- Serve as the product expert for a range of investment strategies, including mutual funds, private funds, and customized portfolios.
- Work closely with portfolio managers, sales teams, and marketing to develop and deliver compelling product narratives.
- Provide timely and insightful product updates, performance analysis, and market commentary to internal and external clients.
- Support client meetings, roadshows, and investor education events with clear and confident presentations.
- Monitor competitor products and market trends to identify opportunities and inform product positioning.
- Assist in the development of product materials including pitchbooks, factsheets, and whitepapers.
- Collaborate with compliance and legal teams to ensure all product communications meet regulatory standards.
Qualifications:
- Bachelor's degree or above in Finance, Economics, Business, or related field. CFA or progress toward CFA is a plus.
- 3+ years of experience in asset management, investment consulting, or a related financial services role.
- Strong understanding of investment products and financial markets.
- Excellent communication and presentation skills in both Mandarin and English.
- Highly proactive, detail-oriented, and capable of working independently in a fast-paced environment.
- Strong interpersonal skills with the ability to build relationships across teams and with clients.
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