Wealth and Premier Solutions Product Manager
1 week ago
工作內容:
Job Summary
International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
People Responsibility: N
Report to: SVP Wealth and Premier Solutions Product
Job content:
The role is to execute and support the Managed Solutions business growth covering operation, compliance, product and performance management covering both Retail Wealth and Global Private Banking
- Contributes to the Managed Solutions Product development including both Unit Trust and Alternatives to achieve business objectives
- Supports to all Managed Solutions Product distribution channels in terms of product promotions, operation process and channel/customer communication and events
- Develops and execute products and channel strategy
- Develops tactical marketing campaigns and sales promotion
- Develop clear service guideline and procedure for operation process
- Manage the everyday operations of Managed Solutions sales in Taiwan, including relationship with Fund houses, transaction process, new product onboarding and after-sales service
- Ensuring all operation process and customer service provided are within compliance guidelines and meet group standard
- Financial control and operation risk management
Skills Requirements
- University or above graduated
- Has experience in Banking or Securities industry
- Banking wealth management experience is a plus
- Experience in establishing a business and coordinating resources
- Fluent English communication and MS Excel / Powerpoint skill
- Strong communication and problem solving skill
License/Qualification Requirement
- With Derivative license, Trust L4 license and 金融市場常識與職業道德
※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.
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