DFM Support Specialist
3 days ago
About the Role
We are seeking an experienced professional to join our DFM Enablement team as a Discretionary Fund Manager Support Specialist. The successful candidate will have a strong background in financial services, operations, and account management, particularly within the investments industry.
Key Responsibilities
- Manage institutional client accounts for Discretionary Fund Managers (DFMs)
- Implement and check transactions requested by DFM clients
- Provide support to business development and distribution channels
- Conduct market, competitor, and customer-focused 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
- Contribute to rendering specialist product support, managing the book, product enhancements, and product performance tracking and reporting
Requirements
- 3-year relevant tertiary qualification
- At least 3 years of financial services experience
- Strong operational and account management background in the investment industry
What We Offer
As a member of our DFM Enablement team, you will have the opportunity to work with a talented group of professionals and contribute to the development of innovative product offerings. We offer a dynamic and supportive work environment, with opportunities for growth and professional development.
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