Investment Product Manager (Private Banking) - Perm Role | CSBU05

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an experienced Investment Product Manager. This permanent role involves the development and management of investment products and services for bank customers. The ideal candidate will have a strong knowledge of investment solutions, excellent stakeholder relationship management skills, and relevant professional certifications. Responsibilities include conducting due diligence, monitoring product performance, and ensuring compliance with regulatory requirements.

Qualifications

• Strong expertise in understanding customer investment needs.
• Ability to manage risks and optimize returns for assets.
• Experience in compliance with regulatory requirements.

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.

Skills

Investment solutions expertise

Relationship building

Influencing stakeholders

Education

Professional Certification (CACS I and II)

CMFAS certifications (M1B, M5, M6, M6A, M8, M8A)

Job description

Investment Product Manager

This is a perm role for one of our banking client.

• Development of Investment Products, launch and management of new Investments products and services intended for designated Bank customers.
• Requires strong expertise in understanding and providing investment solutions to customer needs (i.e. managing risks and /or optimizing returns for assets.)
• 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

We regret to inform you that only shortlisted candidates will be notified.

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Joselito Peciller | EA Reg No: R25126580