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