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

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 and maintenance and implementation of 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 practices.

Qualifications:

• Bachelor's Degree holders, preferably related course in financial markets, minimum 10 years work experience
• Skills: With Portfolio and Investment Management, Bloomberg, Micro Office Suite
• Post-graduate, Chartered Financial Analyst (CFA) designation a plus