Product Manager Treasury Services recruitment
Purpose of the role:
Treasury products across the firm: Dealing Custody and FX product propositions including Securities Dealing Services, Foreign Exchange services, Options and Dual Currency Strategies. Resposible for the ongoing development and delivery of regional Treasury products and services to the business which enhance the proposition, meet the needs of our clients acknowledging local business practices and client types.
Key Accountabilities:
- To monitor financial performance of the PL for the Treasury products; ensuring product profitability and income targets.
- To be responsible for managing product change/launch through the (G)NPAP process, ensuring the full engagement of all relevant stakeholders and completion of post product launch reviews across the current product suite.
- To ensure that key benefits and features of products and services are clearly defined and understood by private bankers and TPMS Investment Advisers including competitive position, strengths and weaknesses relative to competitor products
- To be responsible for the clear communication of propositional changes to internal/external clients in a timely manner
- To be responsible for updates to all client facing documentation
- To proactively engage stakeholders across Wealth to provide technical product focus and support to business re client acquisition and growth objectives.
- To work with e2e development partners to coordinate, test and implement product enhancements and (re) design processes and procedures.
- To coordinate local market research, analysis, and benchmarking. Gather product information, perform product metrics and create appropriate action plans
- To provide support to the frontline, raising awareness and understanding of the proposition encouraging feedback to ensure the proposition remains relevant and meets client needs and expectations
- To ensure the relevant regulated sales processes remain effective and compliant and supports business growth targets while product risks are clearly outlined to clients and issues of client suitability are articulated.
Skills:
- The ability to interpret and challenge financial statements
- Proven private client skills in respect of communication and relationship development
- Effective communication skills with all levels of management and staff in governance forums, workshop facilitation and presentation settings.
- Ability to self start and work under own initiative
- Professional qualification skills in investments
- Full suite of MS Office applications
Required Experience:
- Recognised as an expert in Treasury products.
- Working with the frontline to develop a proposition that meets the needs of client audience
- Proven driver of change to successful conclusion across multiple entities and disciplines
- Experience of managing changes to marketing literature for investment products
- To ensure that products and materials adhere to all relevant FSA requirements and internal policies and procedures.
- Responsible for project planning and management of the communication process from conception through to delivery ensuring key data are identified; dates are met and; all relevant parties are engaged/ buy-in.
- Work with Sales Management/Training to ensure optimal communication and identify areas for improvement
- Ongoing strong stakeholder management across Wealth UK.
Other Requirements:
- A detailed understanding of financial markets, macro economics, financial market instruments.
- Thorough understanding of product and service features and benefits.
May 25, 2012
• Tags: Private Banking, Product Manager Treasury Services recruitment, Wealth Management careers in the Switzerland • Posted in: Financial