The Role
The product manager will guide financial advisors in investment strategies, manage product lifecycles, and collaborate with teams to ensure smooth operations.
Summary Generated by Built In
- Be the subject matter expert to enable our financial advisor to deliver investment strategy and transactions for different asset classes to HNWI clients
- Provide customized planning in terms of financial calculation to go above and beyond in creating a unique product range by identifying patterns and revenue opportunities
- Develop and test pricing, execution, and risk management strategies using financial modeling, and backtesting to optimize returns and mitigate risks
- Building, maintaining, and upgrading applications & tools needed to ensure a smooth operations process
- Collaborates with the relevant teams such as Technology, Growth, and Operations by providing a clear timeline to make sure the project delivery and transaction executions
- Bachelor's Degree in Financial Engineering/Finance/Mathematics or other relevant major from a reputable university
- Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields
- Holds CFA level 3 certification
- Has experience managing the entire lifecycle of investment products, from ideation, analysis, and backtesting to implementation
- Strong communication and presentation skills
- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Hybrid working arrangement
Top Skills
Financial Modeling
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The Company
What We Do
We are a startup company with a mission to increase financial literacy in all circles of society through the most optimal investment technology. Our platform enable both beginners and advanced users to invest effectively. We believe that everyone has an equal opportunity to invest in the right way to achieve a better future.
If you have the same mission to #TumbuhBersama with us, we want to know you better!
