Investment Product Manager

Job Description:

This role focuses on the development of Investment Products, launch and management of new Investments products and services intended for designated Bank customers. As a product owner, the role will require strong expertise in understanding and providing investment solutions to customer needs (i.e. managing risks and /or optimizing returns for assets. He has the ability to build trusted relationships with key internal and external stakeholders, and the capability to influence across various organizational levels to achieve our strategic objectives.

Key Responsibilities:

- Support product/provider due diligence, reviews and suitability assessments.

- Maintain and update product documentation and records

- Monitor product performance and conduct periodic reviews

- Prepare reports and data presentations

- Assist in product setup and ongoing maintenance

- Participate in system testing and enhancement projects

- Ensure full compliance with regulatory and internal requirements

- Support internal and external audits with accurate documentation

- Develop and maintain product-related policies and procedures

- Collaborate with stakeholders to uphold platform quality and efficiency

- Ensure seamless integration of products into Private Banking platform by coordinating with various internal and external stakeholders

With Professional Certification and Licenses

CACS certified CACS I and II

CMFAS certified: M1B, M5, M6, M6A, M8, M8A