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