Private Banking Product Manager - Investment Products & Dealing

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 90,000 - 130,000; Full time

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

Job Description

• Work closely with the Investment Products team in Hong Kong and support the Private Banking business in serving high-net-worth clients.


• Support the Head of Private Banking with periodic investment market updates and the placement and execution of OTC and listed investment trades across FX, bonds, equities, funds and structured products .


• Work with business and technology teams to identify business requirements and drive system enhancements for the investment trading platform and related workflows.


• Conduct due diligence on new investment products and periodic performance reviews of existing products within the investment product shelf.


• Work closely with business counterparts and internal stakeholders to support the introduction and ongoing management of investment products.


• Support the Hong Kong Investment Products team in developing and distributing investment ideas and articulating investment concepts to Relationship Managers (RMs) and high-net-worth clients.


• Oversee dealing infrastructure, processes and systems for investment products, ensuring smooth and efficient execution and operational processes.


• Manage and maintain sales documentation, product agreements and service level agreements related to investment products.


• Liaise with Technology, Operations, Compliance, Risk Management and other stakeholders to ensure effective implementation and smooth day-to-day operations.


• Monitor developments in regional market practices and regulatory requirements, and support enhancements to related systems, processes, frameworks and tools.


• Participate in product and process improvement initiatives and other projects as assigned.

Requirements

• Bachelor's degree or above in Finance, Banking, Business, Economics or a related discipline.


• Minimum 5-7 years of relevant experience in investment products, dealing, private banking, wealth management or product management.


• Hands-on experience or strong product knowledge in one or more of the following: FX, bonds, equities, funds or structured products .


• Experience in private banking, wealth management or serving high-net-worth clients will be an advantage.


• Strong understanding of financial markets, investment products and market practices.


• Experience in product development, business requirements gathering, system enhancement projects or UAT will be an advantage.


• CACS 1 & 2 and relevant CMFAS certifications (including M1, M2, MS, M6 and M7) are mandatory.


• Strong analytical, interpersonal and communication skills, with the ability to work effectively with Relationship Managers, investment product teams and other stakeholders.


• Good organisational and multitasking skills, with the ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.


• Business proficiency in both written and spoken English and Mandarin is preferred, with the ability to communicate effectively with Chinese-speaking stakeholders.


• Proficient in Microsoft Office applications.