SVP/ VP, Planned Trust Product Manager, Investment Products & Advisory, Consumer Banking Group
Core
Lead the end-to-end management and growth of trust products (securities and monetary trusts) for high-net-worth clients, focusing on wealth preservation, succession planning, and holistic financial structuring.
Role type
Senior Product Manager (Trust Products & Advisory)
Builds
Innovative trust solutions, operational frameworks, and platform capabilities for wealth management clients.
Domain
Financial Services / Wealth Management / Trust Law
Deliverable
product features
Required skills
Trust product strategy, market research, product design, regulatory compliance, operational process design, marketing strategy, sales enablement, system design, UAT execution
Preferred skills
Knowledge of Taiwan trust regulations, project management, stakeholder management
Technologies
Trust platforms, IT systems for wealth management
Responsibilities
Define and drive trust product strategy and roadmap; Lead end-to-end product design from inception; Establish and standardize operational processes across the trust lifecycle; Develop and execute trust marketing strategies; Lead the design and implementation of trust platform capabilities.
Seniority
Senior, hands-on IC