About the Role
The company Wealth Management unit focuses on developing and managing tailored wealth solutions for High-Net-Worth Individuals. The unit offers a diversified range of Shariah-compliant investment products across multiple asset classes, including Sukuk, funds, equities, and structured products. Working closely with sales channels and key internal stakeholders, the team continuously enhances its product proposition to meet evolving customer needs and market opportunities. Through strong product expertise, effective stakeholder collaboration, and continuous process improvement, the unit aims to grow its investment portfolio, deliver an excellent customer experience, and increase its contribution to the Bank’s overall profitability.
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Responsibilities
- Drive investment and Takaful revenue growth by identifying opportunities, increasing product penetration, and developing tailored solutions for Priority Banking customers.
- Manage client relationships, conduct customer profiling, and develop investment and Takaful proposals aligned with individual financial needs and portfolio objectives.
- Train and coach Relationship Managers on investment and Takaful products, sales practices, and portfolio management.
- Ensure compliance with relevant policies and procedures, promote responsible sales practices, and minimize mis-selling risks through regular monitoring and guidance.
- Oversee team performance, drive revenue targets, maintain quality standards, and support the professional development of team members.
- Collaborate with Product Teams and key stakeholders to enhance investment products, platforms, and profiling tools, while supporting product launches and sales process improvements.
Qualifications
- Bachelor’s degree in finance or a related field; a master’s degree or MBA is an advantage.
- Relevant professional qualifications such as CFA and CISI certifications are preferred.
- Minimum 5 years of relevant experience in banking or wealth management, including at least 3 years in wealth management and investment product management.
- Strong knowledge of investment products, financial markets, portfolio management, and investment advisory processes.
- Excellent financial analysis, business judgment, problem-solving, and decision-making skills.
- Proven ability to drive sales performance, manage targets, and influence teams to achieve business objectives.
- Strong leadership, coaching, communication, presentation, and stakeholder management skills.
- Ability to multitask, work under pressure, and adapt to changing business requirements.
- High level of professionalism, integrity, motivation, and a proactive approach to continuous learning.
