Private Banking Investment Product Lead

GREENLANE PRIVATE LTD.

Singapore

On-site

SGD 90,000 - 130,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

GREENLANE PRIVATE LTD. is seeking an experienced professional to support the Private Banking business for high‑net‑worth clients. You will work with the Investment Products team in Hong Kong, provide market updates, and execute trades across FX, bonds, equities, funds, and structured products.

The role requires strong product knowledge and close collaboration with Relationship Managers and internal teams. The ideal candidate has 5–7 years in investment products or private banking, with CMFAS and

Qualifications

  • Bachelor's degree in Finance, Banking, Economics or related discipline.
  • 5–7 years of investment products, private banking or wealth management experience.
  • CACS 1 & 2 and CMFAS certifications (M1, M2, MS, M6, M7) are mandatory.
  • Strong communication and interpersonal skills with RMs and stakeholders.

Responsibilities

  • Collaborate with Investment Products team in Hong Kong to support high-net-worth clients.
  • Support Head of Private Banking with market updates and OTC/listed trades across FX, bonds, equities, funds.
  • Drive system enhancements with business and tech teams for trading platform workflows.
  • Conduct due diligence on new products and review existing product performance.
  • Coordinate with stakeholders to manage investment product introductions and lifecycle.
  • Develop and distribute investment ideas to RMs and clients.
  • Oversee dealing infrastructure, processes and documentation related to products.
  • Liaise with Compliance, Risk, Operations and IT to ensure smooth operations.

Skills

Financial markets
Stakeholder management
Analytical skills
Communication skills
English & Mandarin

Education

Bachelor's degree in Finance / related

Tools

Microsoft Office

Job description

GREENLANE PRIVATE LTD. is seeking an experienced professional to support the Private Banking business for high‑net‑worth clients. You will work with the Investment Products team in Hong Kong, provide market updates, and execute trades across FX, bonds, equities, funds, and structured products.

The role requires strong product knowledge and close collaboration with Relationship Managers and internal teams. The ideal candidate has 5–7 years in investment products or private banking, with CMFAS and

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Private Banking Investment Products & Dealing Lead
Private Banking Investment Products & Dealing Lead

greenlane private ltd. • Singapore

On-site
SGD 110,000 - 170,000
Private Banking Investment Products & Dealing Manager
Private Banking Investment Products & Dealing Manager

GREENLANE PRIVATE LTD. • Singapore

On-site
SGD 110,000 - 170,000
Private Banking Product Manager - Investment Products & Dealing
Private Banking Product Manager - Investment Products & Dealing

GREENLANE PRIVATE LTD. • Singapore

On-site
SGD 90,000 - 130,000
Private Banking Product Manager & Dealer (Hybrid)
Private Banking Product Manager & Dealer (Hybrid)

JAC Recruitment Pte Ltd • Singapore

Hybrid
SGD 120,000 - 180,000
Senior Private Banking Investment Advisor
Senior Private Banking Investment Advisor

UNITED OVERSEAS BANK LIMITED • Singapore

On-site
SGD 140,000 - 240,000
Private Banking ARM: Client Services & Onboarding
Private Banking ARM: Client Services & Onboarding

GREENLANE PRIVATE LTD. • Singapore

On-site
SGD 60,000 - 100,000
Private Banker - GC
Private Banker - GC

JAC Recruitment • Singapore

On-site
SGD 100,000 - 180,000
Private Wealth Product Strategy Lead
Private Wealth Product Strategy Lead

HL Bank Singapore • Singapore

On-site
SGD 180,000 - 320,000
Product Manager cum Dealer - Private Banking
Product Manager cum Dealer - Private Banking

JAC Recruitment Pte Ltd • Singapore

Hybrid
SGD 120,000 - 180,000
Investment Advisor
Investment Advisor

UNITED OVERSEAS BANK LIMITED • Singapore

On-site
SGD 140,000 - 240,000