TWM Wealth Development leads the Taiwan implementation of our Group Wealth Management strategy to deliver world-class solutions to retail and affluent clients seeking to grow, protect, preserve or transfer their wealth. This involves the development, deployment and management of foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable research, financial planning, discretionary and advisory services on robust scalable platforms, within a tight risk and control framework. Our team comprises seasoned professionals who are innovative, collaborative and diligent, relish change and can thrive in a matrix environment spanning functions, cultures and regions. They work closely with various teams within RBWM, communication and advisory specialists, partnering with sales and distribution teams to engage clients across channels. They also engage with our internal and external network of product and services providers to deliver an institutionalized offering that can adapt and serve the needs of our vast franchise.

The role has overall responsibility for distribution of wealth products, including Cash & Transactional FX, FX/Commodities derivatives, UT, Bonds, ETFs, Dual Currency Investments, Structured Products, or Insurance with an emphasis on product strategy development and management, platform and controls oversight, and ownership of the product P&L. The role requires interface with global, regional and country teams across Wealth, Risk, Markets, Operations and Technology, as well as Sales & Distribution, Proposition and Marketing functions to deliver competitive solutions that meet client needs.

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