Unit Trust Team Lead, Investment Products and Advisory

About the role

dbs is looking for an experienced Team Lead to head its Unit Trust (UT) Product Management team within Investment Products and Advisory (IP&A) in the Consumer Banking business, based in Honhui, Taipei. The role sets the strategic direction of the UT product suite, drives AUM growth, revenue and product penetration, and expands the platform into WM 2.0 products such as alternative investments and private asset funds. It leads a team of product managers and sits in a regular schedule, full-time position.

Key responsibilities

• Own and deliver AUM growth, net sales and revenue targets, and drive product penetration, activation and client acquisition through targeted campaigns
• Manage product mix to optimise margin, flows and shelf competitiveness, and capture inflow opportunities across market cycles
• Lead the UT product strategy and expand into WM 2.0 offerings (alternative funds, private credit, private assets), evaluating and onboarding high-conviction products and partnering with regional and global teams
• Work with frontline teams to design and run campaigns, turn complex products into sellable propositions, and provide training and talking points to sales representatives
• Engage with fund houses and product providers to secure terms, exclusives and capacity, and negotiate fee structures
• Ensure product due diligence, governance and regulatory compliance, and maintain oversight of suitability, client segmentation and sales practices
• Build a high-performing team focused on speed, ownership and commercial results, and develop its capabilities in traditional UT and alternative investments

Required profile

• 10+ years of experience in wealth management, asset management or product leadership, with a proven track record of AUM growth and sales results
• Bachelor's degree in Business, Finance or a related field
• CFA or other relevant professional certification highly preferred
• Ability to lead teams, influence frontline sales and work with stakeholders at all levels

Required skills

• Deep understanding of UT products, financial markets and investment management principles
• Solid knowledge of the regulatory landscape and product governance
• Analytical, problem-solving and decision-making skills
• Excellent communication, presentation and negotiation skills