Investment Product Manager (Private Banking- Investment Strategy)

BDO Unibank; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an experienced Investment Product Manager. The successful candidate will be responsible for developing investment products and ensuring compliance with regulatory requirements. Responsibilities include product due diligence, performance monitoring, and collaboration with stakeholders to support platform quality. The position requires a bachelor's degree in a relevant field and over 5 years of experience in the financial industry.

Qualifications

• At least 5 years in financial industry and Private Banking or related position.
• Professional Certifications and Licenses: CACS I and II, CMFAS M1B, M5, M6, M6A, M8, M8A.

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 PB platform.

Skills

Strong communication skills

Organization skills

Presentation skills

Data analysis skills

Education

Bachelor’s degree in Finance, Business, Economics or Banking

Job description

The Investment Product Manager's responsibility is to report and work closely with the Investment Strategists to develop investment products, maintain and update investment products-related documentation, policies and procedures.

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 PB platform by coordinating with various internal and external stakeholders.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or Banking with at least 5 years in financial industry and Private Banking or related position.
• Professional Certifications and Licenses: CACS certified CACS I and II, CMFAS certified: M1B, M5, M6, M6A, M8, M8A
• Strong communication, organization, presentation, and data analysis skills.
• Learning agility, professionalism, adaptability, and stress tolerance.
• Collaborative mindset with initiative and resourcefulness.

The candidate must be a Citizen or Permanent Resident of Singapore.