Unit Trust Product Manager

About the Department
Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities
Product Strategy & Development
• Develop and implement product strategies and business plans for Unit Trust offerings across online and offline channels.
• Conduct fund due diligence and product evaluation for onboarding new unit trust funds.
• Optimize product shelf and enhance features to meet customer needs and regulatory requirements.
Stakeholder Management
• Manage relationships with asset managers and internal stakeholders to secure quality products.
• Collaborate with Wealth Marketing team to design and execute marketing campaigns for Unit Trust products.
Compliance & Risk
• Ensure adherence to internal policies, regulatory guidelines, and risk management standards.
• Update product programs and policies to maintain compliance and improve sales processes.
Training & Support
• Work with Investment Counsellors to ensure frontline staff receive initial and ongoing training.
• Provide product expertise and support to sales teams.
System & Process Enhancement
• Partner with project teams to define user requirements for system enhancements aimed at improving customer experience and productivity.
Performance Monitoring
• Track and analyse product performance, including AUM growth, fee income, and sales targets.
• Provide feedback on market research and industry trends.