Private Banking Product Manager - Structured Products

CTBC Bank Co., Ltd
Singapore, Singapore
21 Jun 2022
21 Jul 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:

Product advisory

• Package route to market executable ideas with inputs from 1) Research, 2) industry intelligence and ground feedback, and 3) current books.

• Drive Investment themes and product focus, giving color and depth to the investment books. Provide frontline with actionable focus to maneuver the markets, with support from Research.

• Provide solutions for clients' SP requests

• Educate Client Advisors and team members on SP

• Be a recognized authority within the Bank on SP

Product Platform

• Set up access to full range of SP offerring

• Manage relationships with major counterparties and key market players

• Ensure full compliance with regulatory requirements and CTBC product development and management policies

• Ensure end to end platform readiness and robustness for product sale.

• Manage internal relationships with key enablement partners and stakeholders

• Ensure all products are reflected correctly in the banks' books

• Support development of MIS and post transaction reporting to ensure regulatory compliance and support investment and product performance monitoring

• Work with team members to ensure adequate coverage at all times


• Provide investment advisors and RMs with trading ideas, market information and sales tools

• Provide input on SP for internal and external publications

• Develop marketing materials

• Making timely actionable calls in relation to markets and books, to help frontline manage clients.

Key Competencies:

• Detailed knowledge of analysis and markets, with strong technical capabilities in SP and equity analysis.

• Experience in SP sales, advisory and managing SP platforms

• End to end knowledge of product cycle

• Understanding of Financial Markets and key investment concepts

• Understanding of portfolio construction and Risk Management concepts

• Legal & Regulatory Knowledge

• Presentational and communication skills

• Product training skills

• Pro-active, self-starter, team player and goal orientated

Similar jobs

Similar jobs