Manage respective product line being assigned
Work closely with both internal and external partners to ensure that product line is competitive.
Assist with ad-hoc department projects, client seminars and monthly investment meetings.
Any other responsibilities/tasks as assigned by the Management from time to time.
People Management
Maintain relationship between external partnerships and provide assistance in assessing product viability.
Regulatory Compliance
Ensure proper Due Diligence on Wealth Management products prior to product launch, and proper updates and documentation of the department's Policies & Standard Operating Procedures.
Requirements:
Qualifications
Bachelor's Degree
Professional Qualification and/or Regulatory Licensing Requirements