Product Manager - Wealth Management

Product Manager Wealth Management

- Support the Head of WM Products and the department in achieving its objectives by launching new Products and managing those assigned to him/her.

Key Accountabilities of the role :

- Provide Wealth Management products and solutions across fixed income, AIFs & alternates

- Work closely with Relationship Team to promote WM products

- Evaluate Product from a platform suitability & client centricity perspective & ensuring risk management

- Work with Back and Middle Office to ensure all operational and logistical issues are managed successfully

- Day to day Management of product lines under ownership

- Ensure that all channels of communication are effectively managed - Product Notes, Product Updates, Newsletters, etc.

- Develop and improve all promotional and marketing material for Products Managed

- Work closely with internal stakeholders to ensure products and initiatives are delivered on time

- Work Closely with Compliance team to make sure that regulatory approvals are applied for and obtained.

- Identify potential investment ideas that suits wealth clients and fit the current Macroeconomic trends, and support the proposal with proper evidence and thorough analysis.

- Attend selected client meetings alongside the RMs when requested

- Work with 3rd party service providers closely & develop the relation with them

- Responsible to prepare product programs, presentations and teasers for all new products Job Requirements:

- Master's degree in business administration preferred

- 5-7 years' experience in investment products & preferably relationship management related to wealth planning, investments or investment banking

- Must be articulate and professional, with a strong ability to understand client behaviors by establishing rapport and trust

- Ability to identify clients' needs to offer the proper investment solutions/ideas

- Strong analytical skills & investment background

- Discreet and trustworthy with high degree of integrity

- Strong acumen for business development & building relationship with internal/external parties

- Fluent in English