Wealth Product Development & Governance, Head (BDO Private Bank, Inc. )

Wealth Product Development & Governance, Head

BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investments, succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.

The Wealth Product Development & Governance, Head provides governance in the creation, maintenance, and implementation of the enterprise Product List.

Responsibilities

• Establish and maintain a unified database of investment products for all wealth units.
• Oversee the implementation of product risk rating and matching with customer profile procedures.
• Establish guidelines for due diligence of new investment products (including asset transfers)
• Conduct periodic review and assessment of approved portfolio allocation
• Assist in the formulation and implementation of doing business guidelines and standards for wealth p...