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Mutual Fund Product Manager

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Job Description - Mutual Fund Product Manager

about the company

Reputable Taiwanese Bank

about the job

  • Manage the Mutual Fund platform and own the P/L.
  • Drive the product strategy by targeting both Wealth Management and Corporate customers and providing executable product ideas to Relationship Managers and Investment Consultants.
  • For the product platform, the focus is on robustness, control and compliance.


about the manager/team

  • Provide the Relationship Managers and Investment Consultants with fund recommendations, market intelligence, monitoring and model portfolios.
  • Provide investment advisory support as well as championing of fund products to both local and regional sales team.
  • Work with both internal business units and external asset managers in delivering advisory communications and training.


skills and experience required

  • Bachelor Degree in Finance, Economics or a related discipline.
  • Minimum 3 to 5 years of relevant working experience in fund product management, fund selection / due diligence for Mutual Funds
  • An understanding of Hedge Funds and Private Markets will be advantageous
  • Team player with the ability to work together with internal and external stakeholders in a cooperative manner
  • Strong presentation and communication skills, with relevant experience in conducting product training to RM and IC and marketing seminar to Wealth Management customers;
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Pro-active and goal orientated. Possess teamwork skills such as listening, communication and conflict management;
  • Effectively bilingual in English and Mandarin as the role requires written communication in Traditional Chinese with Mandarin-speaking colleagues in Taiwan and Wealth Management customers in Greater China.


To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/ R2091898)

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