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Wealth Management Product Development & Digital Director

Salary undisclosed

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Key Responsibilities

  • Conduct a comprehensive country-level gap analysis to identify specific country needs & opportunities.
  • Work with in-country WM Product Management team on rollout plans for exclusive Affluent/WM products tailored to address identified gaps.
  • Work with MIST teams to actively seek and evaluate Investment/Treasury opportunities.
  • Work with Regional CIO team to evaluate and roll-out CIO Signature Series “Funds of Funds offering.
  • Leverage on data analytics & client insights to work on WM X-sell campaigns, meeting affluent clients’ needs and goals.
  • Build best practice guides on driving WM penetration using Digital tools/capabilities.
  • Work with country Digital leads to drive digitization of WM capabilities, offered through DIY (Do-It-Yourself) tools and RM (Relationship Manager) assisted platforms.
  • Put special focus on strategic partnership with Sompo (General Insurance) & SunLife (Life/Credit Insurance).

Key Requirements

  • Bachelor’s / Master’s Degree in a relevant discipline (Law/Accounting/Banking/ Finance/ Business / Economics/ Arts).
  • At least 10 years of experience in relevant banking background, in established banks / financial institutions.
  • Strong interpersonal skills and has experience in engaging, leading and influencing various teams to achieve objectives within aggresive timelines.
  • Experience in product development and management (Preferred & Wealth Management) would be an advantage.
  • Possess strong communication skills, both verbal and written.
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