Discretionary Fund Manager Enablement Professional
1 month ago
About the Role:
We are seeking an experienced Financial Services Professional to join our DFM Enablement team. The successful candidate will have a strong background in investment operations and account management, with a focus on delivering innovative product solutions to Discretionary Fund Managers.
Key Responsibilities:
- Manage institutional client accounts for Discretionary Fund Managers (DFMs)
- Implement and check transactions requested by DFM clients
- Support business development and distribution channels
- Conduct market and competitor research
- Develop and test concept product propositions
- Evaluate concept feasibility and iterate refinements
- Co-develop the product Client Value Proposition
- Coordinate with stakeholders to undertake and implement the product build phase
Requirements:
- 3-year relevant Tertiary Qualification
- At least 3 years financial services experience
- Strong operational and account management background in investment industry
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