Product Manager – Scaled Advice – Macquarie Private Wealth recruitment
Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie's retail client base in Australia, New Zealand, Asia, North America and Europe.
Products and services include wealth management, stockbroking, retail lending and banking solutions such as residential and commercial mortgages, investment lending, credit cards and relationship banking to businesses and professionals.
This role is an excellent opportunity to be at the forefront of product development within wealth management. You will develop innovative and compelling client value propositions to deliver advice and investment solutions through phone-based and online channels.
You will work collaboratively with a broad group of stakeholders to develop and implement major projects. You will also need to communicate these new business initiatives to senior stakeholders.
Key Responsibilities;
- Develop and manage scaled advice topics through phone based and online channels
- PL management and attribution analysis for the direct investment product set
- Develop new investment solutions
- Communication and presentation to key stakeholders
Success in this role;
- Solid experience in wealth management and the provision financial advice
- Previous experience in the distribution of investment products
- Tertiary qualifications
- RG146 compliance is preferred
- Superior communication skills
- Excellent understanding of online, tablet and mobile channels
If you are a forward thinking individual who enjoys a challenging and innovative working environment then this is an excellent opportunity to take your career to that next level with an organisation that invests in its people.