Product Development Management and Suitability Manager

Job Summary:

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

• People Responsibility: N
• Report to: SVP Product Development Management and Suitability
• Principal Accountabilities:
  • Drive wealth products and advice control against Group standards, deploy Wealth Risk Management Framework, manage a robust business unit compliance process, coordinate and deliver actions with key stakeholders
  • Inform Distribution on compliance, sales quality, and T&C for the regulated sales force under their control, in collaboration with SQ teams
  • Coordinate with Wealth Audits across the region with relevant parties, IWPB BUCO, GIA, IWPB CCO, CMP as appropriate and to ensure customer solutions adhere to regulatory requirements
  • Take on such roles and/or projects as directed from time to time

Skills Requirements:

• University or above graduated, major in business is preferred
• Strong communication and presentation capabilities in English
• Strong project management and communication skills with experience wealth project
• Possess wealth product experience, BUCO/ compliance related experience is preferred

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.