Job Description

The Wealth Product Manager's responsibility is to report and work closely with the Investment Strategists to develop investment products, maintain and update investment products-related documentation, policies and procedures.


Key Responsibilities:

  • Support product/provider due diligence, reviews and suitability assessments.

  • Maintain and update product documentation and records

  • Monitor product performance and conduct periodic reviews

  • Prepare reports and data presentations

  • Assist in product setup and ongoing maintenance

  • Participate in system testing and enhancement projects

  • Ensure full compliance with regulatory and internal requirements

  • Support internal and external audits with accurate documentation

  • Develop and maintain product-related policies and procedures

  • Collaborate with stakeholders to uphold platform quality and efficiency

  • Ensure seamless integration of products into PB platform by coordinating with various internal and external stakeholders

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