Unit Trust Product Manager
Core
Design and develop Unit Trust investment products and strategies for online and offline channels to empower customers with healthy saving and investment practices.
Role type
Unit Trust Product Manager
Builds
Unit Trust funds and related digital/offline product features
Domain
Banking / Wealth Management / Investment
Deliverable
product features
Required skills
product strategy, fund due diligence, stakeholder management, regulatory compliance, training delivery, system requirements definition
Preferred skills
CFP, CFA
Technologies
MS Office (Excel, PowerPoint, Word)
Responsibilities
Develop and implement product strategies and business plans for Unit Trust offerings; Conduct fund due diligence and product evaluation for onboarding new unit trust funds; Manage relationships with asset managers and internal stakeholders; Ensure adherence to internal policies, regulatory guidelines, and risk management standards; Provide product expertise and support to sales teams; Partner with project teams to define user requirements for system enhancements
Seniority
Mid-level, hands-on IC