VP Planned Trust Product Manager
Lead the development and growth of the trust business franchise, managing trust products end to end across ideation, structuring, documentation, operational framework design, marketing, platform enhancement, regulatory compliance, and wealth preservation and succession planning solutions.
Responsibilities
- Define and drive the trust product strategy and business roadmap
- Conduct market research and competitor analysis
- Lead end-to-end trust product design for securities and monetary trusts
- Prepare and enhance trust-related documentation
- Establish and standardize trust lifecycle operations
- Partner with Legal, Compliance, WMO, and Risk Management
- Develop and execute trust marketing strategies and campaigns
- Create product value propositions and sales enablement tools
- Provide product training and advisory support
- Lead trust platform design, enhancement, and implementation
- Conduct user acceptance testing and support system improvements
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, or a related discipline
- Minimum 10 years of relevant experience in wealth product management
- Experience launching and managing financial products
- Knowledge of money trusts and securities trusts
- Understanding of wealth management and high-net-worth client needs
- Familiarity with Taiwan trust regulations and compliance frameworks
- Analytical, strategic thinking, problem-solving, and decision-making capabilities
- Project management skills
- Communication, presentation, and stakeholder management skills