Unit Trust Product Manager

UOB United Overseas Bank Limited

Unit trust product strategy development
Fund due diligence and evaluation
Wealth management experience 3-5 years
The role involves developing and implementing product strategies for Unit Trust offerings across both online and offline channels

Job Summary

  • The role involves developing and implementing product strategies for Unit Trust offerings across both online and offline channels.
  • Candidates will conduct fund due diligence and collaborate with the Wealth Marketing team to design execution campaigns.
  • UOB is a leading bank in Asia with over 80 years of history guided by values of being Honorable, Enterprising, United, and Committed.

Matching Summary

The role involves developing and implementing product strategies for Unit Trust offerings across both online and offline channels.

Skills & Requirements

Must-have

  • Unit Trust product strategy development
  • Fund due diligence and evaluation
  • Wealth management experience 3-5 years
  • Regulatory compliance and risk management
  • Stakeholder management with asset managers

Nice-to-have

  • CFP or CFA professional certification
  • Strategic thinking and analytical skills
  • Excellent interpersonal communication
  • Experience in online and offline channels

Key Requirements

  • Bachelor's degree in Finance, Banking, or Investment
  • Minimum 3–5 years in Wealth Management or Investment Product Management
  • Proficiency in MS Office (Excel, PowerPoint, Word)

Work Rights

Not specified

Tailored Resume

Cover Letter