Ensure advisory / investment SOP are followed and in line with bank policies
Review samples of client portfolios to ensure that structured advisory process and alignment with model portfolio are followed where relevant.
2. Products
Develop policies pertaining to due diligence and onboarding of third-party product vendors
Work with Sales Directors identify demand and opportunities for new product offering
Plan and lead product launch / marketing events.
Job Requirement
University degree (e.g., Business, Finance, Economics)
- MBA / CFA / CFP / others2 will be strongly preferred
Relevant prior experience:
- At least 10 – 12 years of senior level investment / product management experience (preferably in private banking)
- Proficient understanding of various asset classes, investment tools, and risk management practices - Possess deep understanding of financial markets, macroeconomic factors, and regulatory requirements
Exceptional analytical, decision-making, and communication skills
- Proficiency in English is required
Other attributes: strong leadership & team management skills, high ethical standards and integrity etc.
