Wealth Manager

Total Experience:

• Minimum 10 years experience at least 5 of which in a related position.
• Experience with launching a wide range of wealth products preferably Islamic banking offering.
• Experience in setting up wealth systems and developing digital wealth offerings.

Degree:

• Bachelor's degree in business, finance, or related field.
• A professional certification in Financial Advisory (FAP) and Certified Product Manager (CPM) would be a plus.

Description:

• The role holder is responsible for conceptualization, launch, management, and development of the Banks products with a focus on Wealth Management, Investment & Private Banking Products.
• Collaborates with stakeholders to generate aligned product ideas.
• Owns product vision and creates roadmap based on requirements, needs, and trends.
• Develops detailed business plans and Customer value propositions for products with a focus on Wealth Management, Investment & Private Banking Products.
• Develops all documentation around the new product including Product Program, Go to Market Strategy, policies and procedures.
• Provides relevant support to front-line teams (both sales and customer support) including training, sales briefs, FAQs and troubleshooting guides.
• Ensures regulatory compliance.
• Collaborates on marketing campaigns
• Monitors AUM and P&L to enhance offerings.
• Identifies improvement opportunities and prepares requirements.
• Promotes products internally and externally.
• Monitors performance and addresses issues for improvement.
• Regularly communicates project progress concisely.
• Handles additional duties and special projects as required.

Skills

• Superior knowledge of wealth management products and financial markets.
• Possess diverse investment and market views to offer a concise and consolidated view of events and guidance for clients.
• Excellent interpersonal and communication skills (English and Arabic language skills), including the ability to make effective presentations, manage negotiations, and influence people.
• Strong team player and confident manner, enthusiasm, willingness to undertake a variety of tasks and build working relationships.
• Able to function in a high-pressure and fast paced environment.
• Good analytical and numerical skills.
• Good project management skills.