Product Manager cum Dealer - Private Banking

The Product Manager cum Dealer - Private Banking role offers an opportunity to join a well-established wealth management platform serving high net worth clients. The role provides exposure to a broad range of investment products and close collaboration with regional stakeholders, with the opportunity to contribute to product development, investment advisory support, trade execution, and platform enhancement initiatives. This position follows a hybrid working arrangement.

Responsibilities

• Partner closely with the regional Investment Products team to support a growing wealth management business serving high net worth clients

• Assist in providing investment market updates and support the placement and execution of investment trades across FX, bonds, equities, funds, and structured products

• Conduct due diligence on new investment products and perform ongoing reviews of existing products within the investment platform

• Generate and distribute investment ideas while articulating investment concepts to Relationship Managers and their clients

• Gather business requirements and support system enhancement projects aimed at delivering an industry-leading trading platform and user experience

• Maintain oversight of investment product dealing infrastructure, operational processes, sales documentation, product agreements, and service level agreements

• Collaborate with stakeholders across Technology, Operations, Compliance, Risk Management, and regional business teams to ensure efficient and compliant operations

• Monitor market developments and regulatory changes, recommending enhancements to frameworks, tools, and processes where appropriate

Requirements

• Degree holder with at least 5â€7 years of product management or dealing experience covering FX, bonds, equities, funds, or structured products

• Strong knowledge of economics, investment products, market practices, and wealth management solutions

• Experience working with trading and dealing platforms, including bond and equity execution systems

• Mandatory possession of CACS Paper 1 & 2 and relevant CMFAS certifications, including M1, M2, M5, M6, and M7

• Strong communication skills in both English and Mandarin, with the ability to engage effectively with Chinese-speaking stakeholders

About the company

A company in the private banking and wealth management industry with a well-established wealth management platform serving high net worth clients. Its business provides access to a broad range of investment products and wealth management solutions.

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026