Key Responsibilities
Product Strategy & Market Intelligence
- Develop and execute the strategy for investment product offerings targeting retail clients.
- Monitor market trends, customer needs, and regulatory developments to identify growth opportunities.
- Conduct competitive analysis on investment products, client policies, and business strategies of securities firms and other financial institutions.
- Identify new product opportunities and recommend strategic initiatives to senior management.
Product Development & Commercialization
- Lead the end to end lifecycle management of investment products, from ideation through launch and commercialization.
- Key product categories: Bonds, Covered Warrants (CW), Mutual Funds and Fund Distribution Products, Exchange Traded Funds (ETFs), Structured and Derivative Products.
Responsibilities:
- Develop business cases and commercial models for new investment products.
- Design product features, pricing structures, and operational frameworks.
- Collaborate closely with Technology, Operations, Compliance, Risk Management, and Legal teams to ensure successful implementation.
- Support system testing, user acceptance testing (UAT), and product rollout activities.
- Prepare product documentation and conduct internal training programs.
- Partner with Marketing and Sales teams to drive product adoption and client acquisition.
- Monitor post launch performance and continuously enhance product offerings based on market feedback and business results.
Sales Enablement & Brokerage Support
- Design and implement sales acceleration initiatives for the Retail Brokerage Division.
- Develop commission structures, incentive programs, and sales campaigns to improve business performance.
- Create sales support tools and resources to enhance broker productivity and effectiveness.
- Analyze sales performance across branches, teams, and individual brokers.
- Recommend initiatives to improve revenue generation, operational efficiency, and customer experience.
Business Performance & Competitive Analysis
- Monitor the commercial performance of the investment product portfolio.
- Track key metrics including Assets Under Management (AUM), revenue contribution, product utilization, and customer conversion rates.
- Conduct regular competitor benchmarking and prepare management reports.
- Recommend strategic actions to strengthen the company's competitive positioning and market share.
Requirements
Education & Professional Qualifications
- Bachelor's degree or higher in Finance, Banking, Economics, Business Administration, or a related field.
- Securities practice license is preferred.
- Professional certifications such as CFA or other internationally recognized qualifications are advantageous.
Experience
- Minimum 5 years of experience in Product Development, Wealth Products, or Investment Products within Securities Firms, Investment Banks, Asset Management Companies, or Wealth Management Institutions.
- Proven experience in developing and launching investment products such as Bonds, ETFs, Mutual Funds, Covered Warrants, and Structured Products.
- Strong understanding of retail brokerage operations and the business model of securities firms.
HOW TO APPLY: Please send your CV to the consultant in charge:
E-mail: ngan.nguyen@ev-search.com
All applications will be considered without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other non-merit factor.
