Job Description
What You'll Be Doing: Product Strategy & Ownership
- Own the strategy, roadmap, and commercial positioning of the Mutual Funds and Wealth Lending product suite.
- Define target client segments, value propositions, and growth opportunities.
- Continuously enhance products based on market trends, customer needs, and competitive insights.
- Drive product performance, revenue growth, and customer adoption.
- Ensure alignment with the Bank's broader Wealth Management strategy.
- Lead the end-to-end fund lifecycle, including sourcing, due diligence, onboarding, monitoring, and review.
- Conduct quantitative and qualitative fund analysis covering performance, risk metrics, portfolio construction, and manager capability.
- Establish robust governance frameworks, fund scorecards, watchlists, and performance reviews.
- Partner with Investment Advisory teams to ensure suitability and alignment with client needs.
- Drive continuous enhancement of the Bank's investment offering.
- Manage Lombard Lending and portfolio-backed financing propositions.
- Define collateral eligibility frameworks, lending parameters, LTV structures, and risk controls.
- Work closely with Credit Risk teams to develop lending policies and risk mitigation frameworks.
- Oversee the end-to-end lending lifecycle, including onboarding, monitoring, margin management, and renewals.
- Drive cross-sell opportunities between investment and lending products.
- Build and manage strategic relationships with leading Asset Management Companies, fund platforms, custodians, and investment partners.
- Negotiate commercial agreements, fee structures, and access to preferred share classes.
- Identify new investment partnerships that strengthen the Bank's Wealth proposition.
- Ensure strong service standards and ongoing relationship governance.
- Lead product launches from concept through to implementation and commercialization.
- Develop operating models, policies, procedures, and governance frameworks.
- Partner with Technology, Operations, Compliance, Risk, and Distribution teams to ensure seamless execution.
- Drive digitization and automation initiatives to improve scalability and customer experience.
- Monitor performance through KPIs, management reporting, and commercial metrics.
- Ensure full compliance with regulatory requirements and internal governance standards.
- Maintain robust product governance frameworks across investments and wealth lending.
- Ensure suitability, disclosure, documentation, and client protection standards are upheld.
- Manage market, credit, operational, and product risks in partnership with relevant stakeholders.
- Maintain strong controls and audit readiness across all product activities.
- Partner with Relationship Managers and Investment Advisors to drive product penetration and sales.
- Develop investment themes, campaigns, product propositions, and client content.
- Deliver training, market updates, and ongoing knowledge-sharing sessions.
- Support frontline teams with client presentations, portfolio insights, and product expertise.
- Utilize client feedback and market intelligence to continuously refine the proposition.
- Bachelor's Degree in Finance, Business Administration, Economics, or a related discipline.
- CFA, CWM, CAIA, or similar professional qualifications are highly advantageous.
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- 7-10+ years of experience within Wealth Management, Investment Products, Product Development, Investment Advisory, Asset Management, or Financial Services.
- Strong experience managing mutual funds, investment platforms, or wealth products.
- Exposure to wealth lending, Lombard Lending, portfolio financing, or secured lending structures is highly desirable.
- Proven track record of developing and growing investment products and strategic partnerships.
- Strong understanding of financial markets, investment products, and wealth management trends.
- Experience conducting fund due diligence and manager selection.
- Knowledge of wealth lending structures and credit fundamentals.
- Familiarity with regulatory requirements relating to investments and wealth products.
- Competitive, performance-linked compensation.
- Medical coverage for you and your family.
- Comprehensive life insurance.
- Opportunity to shape the future of Wealth Management at one of the UAE's leading banks.
- Exposure to leading global asset managers and investment platforms.
- A dynamic environment focused on innovation, growth, and customer excellence.
- Strong career progression opportunities within a high-growth business.
- Investment Expertise: Strong knowledge of mutual funds, portfolio construction, and investment analysis.
- Wealth Lending Knowledge: Understanding of Lombard Lending, portfolio-backed financing, and secured lending structures.
- Analytical Thinking: Ability to evaluate fund performance, risk metrics, and commercial opportunities.
- Stakeholder Management: Strong relationship-building skills across internal and external stakeholders.
- Commercial Acumen: Ability to drive revenue growth, product adoption, and profitability.
- Communication & Influence: Strong presentation, negotiation, and client-facing skills.
Skills
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About Company
Important dates & deadlines?
Application Deadline
08 Nov 26, 01:33 PM IST
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