VP Investment and Wealth Solution Product

• Managing the development and launch of Managed Solutions products to fulfill the needs from frontlines or clients, across from retail wealth to Private Bank
• Driving the oversight and control of the Managed Solutions product governance with tracking mechanisms as well as controlling concentration along various risk parameters
• Driving the distribution of Managed Solutions products in coordination with channel managers, regional sales leads and country wealth management teams relevant channels
• Establishing distinct Wealth offerings for the range of client needs including execution, controlled advice and discretionary solution seekers with distinctions by client segment, especially Top Tier clients
• Ensuring a high level of compliance in product governance, including systems platforms, oversight processes, quality checks and reporting
• Communicating and translating product strategy to the distribution channels
• Developing and driving a standardized approach for client engagement by channels, equipping servicing teams with appropriate tools and capabilities
• Driving product campaigns and overseeing the distribution of Banking & Financing Products in coordination with channel managers, sales leads and country wealth teams
• Leveraging capabilities in Managed Products, Securities, Fixed Income products, Investment Insights, Financial Planning, Business/Platform Implementation and Product & Advice Control within the wider Regional team to implement the broader strategy
• Developing effective Wealth and Market interfaces in product development and performance management of all key internal and external stakeholders effectively in the product development and deployment, and country oversight process

• University or above graduated
• Financial industry and experience is required
• Experiences in the related wealth product lines (UT, ETF, Fixed Income, Structured Products, FX, Liabilities, Insurance) are essential
• Wealth product manager will be a plus
• Mandatory license: 金融市場常識與職業道德 / 信託業務人員

Wealth product manager experience

• Working in a global banking environment
• Opportunity for growth and career development