Investment and Wealth Solution Product Manager (Fixed Income)

Job description

Job Advert Details

Wealth and Personal 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

The role is to execute and support the fixed income business growth covering operation, compliance, product and performance management covering both Retail Wealth and Global Private Banking

·  Contributes to the Fixed Income Product development to achieve business objectives
·  Supports to all Fixed Income Product distribution channels in terms of product promotions, operation process and channel/customer communication
·  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 Fixed Income sales in Taiwan, including relationship with Fixed Income Product suppliers, 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

Information

·  University or above graduated
·  With Trust L4 license and 金融市場常識與職業道德
·  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