Product Manager (Banking Industry, Private Banking, $8k) (ID: 690447)

Responsibilities:

• Oversee product selection and processes related to unit trusts, bonds, insurance, trust/family office solutions, discretionary portfolio management, and financing.

• Conduct thorough evaluations and regular reviews of existing products and partnerships.

• Collaborate effectively with external partners for product monitoring and evaluation.

• Review and improve internal processes, including transaction protocols, presentation materials, and client follow-up actions.

• Ensure timely communication of product information and maintain consistent updates.

• Assess risk levels and report to credit management, monitoring loan-to-value ratios.

• Work closely with Client Advisers to adhere to regulatory requirements and Fair Dealing guidelines.

• Keep internal policies and transaction activities aligned with regulatory standards.

• Undertake any additional tasks as assigned by management.

Requirements:

• Recognized Bachelor’s degree or equivalent experience.

• CACS and CMFAS qualifications (M9, M9A, M5, HI) are preferred.

• Minimum of 3-5 years of relevant experience in a similar role.

• Strong understanding of industry products and competitor services.

• Ability to thrive in a fast-paced environment.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (Persol Singapore PTE LTD)

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