Product Manager

22 hours ago

Makati, Philippines Security Bank Corporation Full time

Overview

As a Product Manager for the Wealth business of Security Bank, you will be responsible in the thoughtful onboarding of wealth investment products and conceptualizing the relevant product-level customer journey. This role also entails conducting periodic due diligence of the wealth investment products that should always be best-in-class and ensuring a collaborative relationship with the product partners of the business. Moreover, it is expected that the Product Manager serves as the subject matter expert initiating and articulating key investment product strategies that would help the Sales team in their client conversations. This may include being a key resource in relevant internal trainings and client engagement activities.

What you'll contribute
  • Possesses commendable knowledge of the financial markets, financial products, and relevant regulations.
  • Sources information on markets, competitive landscape and value proposition of financial products
  • Contributes to the revenue framework on product-level viability and positioning within the Wealth business
  • Discusses product-level strategy with the Sales team and/or Wealth clients, geared towards customer engagement, and product promotion to complement sales conversion.
  • Assists the Sales team in crafting and preparing sales pitches that include discussion about the products under management
  • Engages with the Wealth team to ensure product offerings remain relevant, best-in-class, and competitive.
  • Promotes product knowledge and awareness by being the subject matter expert on the product offerings under the Wealth business.
  • Shares market trends, product knowledge, portfolio allocation and rebalancing ideas with Wealth Managers and Investment Counselors to be able to provide sound advice for customers.
  • Stays up to date with regulations, internal policies and market trends to be applied to the product offerings and business positioning of the Wealth business
What we're looking for
  • Graduate of Economics, Business Studies/Administration/Management, Finance/Accountancy/Banking, Mathematics/Statistics, Computer Science, Engineering
  • Must have 3 to 5 years relevant experience
  • Above-average knowledge of the financial markets, both local and foreign and across all asset classes.
  • Exposure to Wealth Management investment products as an analyst of Research, Fund Manager, Product Manager, or Investment Advisor.
  • Ability to produce formal, clear, and concise business communication in the form of memos, manuals, presentations, and correspondences in the context of product management.
  • Ability to communicate effectively with all stakeholders of the Bank including external parties and customers.
  • Knowledge of the Bank’s investment products and services.
  • Must be able to pass the required certifications / licenses to perform sales functions.
  • Must be proactive and a fast learner.
  • Able to prepare and provide reports in a timely manner.
  • Ability to help the unit attain income & volume targets.
  • Capability to develop good relationships with Sales partners, internal stakeholders and external counterparts.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Product Management and Finance
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