The Trust Product Manager handles the overall business model and product lifecycle of specific Asset and Wealth Management products as assigned to analyze product profitability and attractiveness, and viability of product features
Core Responsibilities
- Defines requirements and develops business case for the development of new products, enhancement/repackaging of existing products,and product rationalization
- Identifies the different dimensions of product marketing (except promotion)
- Leads cross-functional teams in executing product objective/s, ensuring alignment with key stakeholders
- Ensures product/business competitiveness through review of product performance, analysis of internal/external competition, and analysis of industry data
- Ensures compliance with policies and regulations
- Participates in industry discussions and policy making affecting products through the Trust Officers Association of the Philippines (TOAP), Philippine Investment Funds Association (PIFA) or similar organizations/avenues
- Follows through on resolution of product problems & issues
- Initiates/Participates in special projects affecting Asset and Wealth Management products as assigned
Qualifications
- Graduate of 4-year course, preferably Business related
- With prior experience in product development/product management work or trust/investments
- Preferably have passed the One Year Course on Trust Operations and Investment Management conducted by the Trust Institute Foundation of the Philippines (TIFP)
- Certified UITF Sales Personnel (as accredited by TIFP) or Certified Investment Solicitor (as licensed by the SEC)
- Taken any financial planning and marketing course/training