The bank for a changing world

We are looking for

Product Manager

Apply REF: PRO000354
Position Purpose:

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the team’s goal.

PM will handle execution of various investment products for WM.

PM will maintain and perform inventory / data warehousing for WM.

PM will perform product life cycle management and produce relevant reports

Direct Responsibilities

  • Handle orders and deals for investment products, such as mutual fund, fixed income and structured products.
  • Handle orders and deals for FX product and derivatives. At least 1 year exposure to FX dealing room
  • Respond to enquiry of product information, price quotation and order status.
  • Prepare product marketing materials and review related Chinese product document..
  • Conduct WM portfolio analysis and provide advice for necessary action.
  • Track product performance and follow up recommended products and propose investment solutions
  • Familiarized with external regulations and internal guidelines/procedures; ensure trades/products are done in accordance with internal rules and external regulations.
  • Participate in system enhancement projects and suggest efficient business process


Contributing Responsibilities

  • Sourcing new product information and collect market intelligence, including patterns and market trends
  • Understand the product settlement process and able to interpret related corporate action activities
  1. Professional knowledge and experience in dealing, clients handling as well as investment product advising.

  2. Professional knowledge of investment products including Fixed Income, Mutual Funds, Structured products, etc.

  3. Teamwork spirit and highest standard of integrity in terms of behavior.

    License: Trust and derivative product



    證券商高級業務員 (plus)

Primary Location: TW-TPE-TaipeiJob Type: Standard / PermanentJob: FINANCIAL AND TECHNICAL EXPERTISEEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 2 years Behavioural competency: Ability to collaborate / Teamwork, Ability to share / pass on knowledge, Communication skills - oral & writtenTransversal competency: Ability to understand, explain and support change, Ability to develop and adapt a process , Analytical Ability