Product Manager, Private Banking

Our client is a leading international banking institution with an established presence across Asia and growing global footprint, offering expertise in investment advisory, discretionary portfolio management, succession planning and cross border wealth restructuring. They are actively recruiting for a Product Manager well versed in investment products to join their Private Banking team.

Our client is a leading international banking institution with an established presence across Asia and growing global footprint, offering expertise in investment advisory, discretionary portfolio management, succession planning and cross border wealth restructuring. They are actively recruiting for a Product Manager well versed in investment products to join their Private Banking team.

Job Responsibilities

• Partner with the regional Investment Products team to support the delivery of investment solutions for high-net-worth clients within a private banking environment.
• Support the Private Banking leadership team by preparing regular investment market updates and facilitating the execution of investment transactions across asset classes, including FX, fixed income, equities, collective investment schemes and structured investment products.
• Monitor market developments, client needs and industry trends to recommend enhancements to trading platforms, systems and investment processes.
• Participate in the evaluation and due diligence of new investment products, while conducting periodic reviews of existing product offerings to ensure suitability and competitiveness.
• Assist in the development and dissemination of investment ideas, market insights and product information to Relationship Managers to support client advisory activities.
• Oversee operational processes relating to investment products, including sales documentation, product agreements and service-level documentation, ensuring accuracy and compliance with internal policies.
• Work closely with cross-functional stakeholders, including Technology, Operations, Compliance, Risk Management and regional business teams, to support the efficient delivery of investment services.
• Monitor regulatory developments and evolving market practices, and contribute to improvements in systems, controls, frameworks and operational processes.

Requirements

• Degree holder in Finance, Business, Economics or a related discipline.
• At least 5–7 years of relevant experience in investment products, treasury dealing or wealth management, with exposure to one or more asset classes such as FX, fixed income, equities, investment funds or structured products.
• Good understanding of financial markets, investment products, economic trends and wealth management practices.
• Possession of the required industry certifications and licences, including CACS Papers 1 & 2 and relevant CMFAS modules (such as M1, M2, M5, M6 and M7), is essential.
• Strong communication and stakeholder management skills, with the ability to collaborate effectively across business functions and regional teams.
• Strong analytical, organisational and problem-solving abilities, with experience managing multiple priorities in a fast-paced environment.
• Proactive, detail-oriented and able to work independently as well as collaboratively to meet business objectives and project timelines.

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan