Product Manager Wealth Management
Job Description
JOB DESCRIPTION
Role: Product Manager Wealth Management
Location: Abu Dhabi
Division: Retail Banking
Department: Wealth Management
ROLE PURPOSE:
Support the Head of WM Products and the department in achieving its objectives by launching new Products and managing those assigned to him/her.
Key Accountabilities of the role
. Provide Wealth Management products and solutions that suit the customer base
. Work closely with Frontline channels to promote WM products
. Train and develop the distribution channels
. Work with Back and Middle Office to ensure all operational and logistical issues are managed successfully
. Day to day Management of product lines under ownership
. Ensure that all channels of communication are effectively managed (RMs, call centre, Branch Manager, Branch Network, etc.)
. Develop and improve all promotional and marketing material for Products Managed
. Work closely with internal stakeholders to ensure products and initiatives are delivered on time
. Work Closely with Compliance team to make sure that regulatory approvals are applied for and obtained.
. Identify potential investment ideas that suits ADIB's priority clients and fit the current Macroeconomic trends, and support the proposal with proper evidence and thorough analysis.
. Attend selected client meetings alongside the RMs when requested
. Work with 3rd party service providers closely & develop the relation with them
. Responsible to prepare product programs, presentations and teasers for all new products
KPIs
. New clients, net new AUM, revenue targets
. Client retention, cross-selling
. Product sales, deposit/Financing volumes
. 360 feedback
. Expense management and client profitability
. Mentoring and contribution to positive team dynamic
. Proactive people management – Client Satisfaction & loyalty
. Full Sharia and audit compliance
Specialist Skills / Technical Knowledge, Technical Competencies Required for this role:
. Bachelor's degree in related field required
. 5-7 years experience in investment products & preferably relationship management related to wealth planning, investments or investment banking
. Must be articulate and professional, with a strong ability to understand client behaviors by establishing rapport and trust
. Ability to identify clients needs to offer the proper investment solutions/ideas
. Strong analytical skills & investment background
. Discreet and trustworthy with high degree of integrity
. Strong acumen for business development & building relationship with internal/external parties
. Fluent in English and/or Arabic
Job Details
Employment Types:
Full time
Industry:
Banking / Accounting / Financial Services
Function:
Manufacturing / Engineering / R&D , Marketing & Communications
Roles:
Product Manager / Product Head
