Product Manager (Private Banking/Wealth Management)
Our client, a well established bank is seeking an experienced Product Manager to drive the development, management, and enhancement of wealth management products within the private banking platform.
Key Responsibilities
- Manage the end-to-end lifecycle of wealth management products, including product ideation, development, launch, and ongoing management.
- Work closely with investment, sales, compliance, legal, and operations teams to structure and implement investment products for private banking clients.
- Conduct market research and competitor analysis to identify new product opportunities and trends in the wealth management landscape.
- Support the development of investment solutions across funds, structured products, discretionary portfolios, and alternative investments.
- Prepare product proposals, investment notes, and approval documentation for internal committees and governance processes.
- Monitor product performance and client flows, and recommend enhancements or rationalisation of existing product offerings.
- Collaborate with distribution teams to provide product training, marketing materials, and sales support.
- Ensure products comply with internal risk policies and regulatory requirements across relevant jurisdictions.
- Support the launch of new products, including coordinating with operations, technology, and external partners.
Requirements
- Bachelor's degree in Finance, Business, Economics, or a related field.
- 3–6 years of experience in product management, product development, or investment solutions within private banking, wealth management, or asset management.
- Strong understanding of wealth management products such as mutual funds, discretionary portfolios, structured products, alternatives, and capital market solutions.
- Professional certifications such as CFA, CAIA, or similar would be advantageous.
