Senior Manager, Wealth & Investment Products

Stryker Corporation; Dubai; On-site; Confidential; Full time

Job summary

A leading financial services firm in Dubai is seeking a Senior Manager, Wealth and Investment Products to oversee the portfolio management and strategic direction of wealth products. The role involves close collaboration with leadership and sales teams, ensuring the development of innovative investment solutions while maintaining regulatory compliance. Candidates should have a minimum of 8 years of experience in product development in wealth and investment products, and a strong background in client relationship management.

Qualifications

• 8 to 10 years of product development in wealth and investment products.

Responsibilities

• Oversee portfolio management and strategic direction.
• Lead lifecycle management of wealth and investment products.
• Develop strategic initiatives for product growth.
• Promote wealth and investment products alongside sales teams.
• Ensure regulatory compliance for investment products.

Skills

Portfolio management

Client relationship management

Investment strategies

Market trend analysis

Product knowledge

Education

Bachelor's degree

Job description

Job Purpose

The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank's wealth management portfolio.

Principal Accountabilities

Product Development and Management

• Lead the lifecycle management of wealth and investment products, including mutual funds, fixed‑income products and alternative investments.
• Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives.
• Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third‑party vendors, to deliver a competitive product suite.

Strategic Planning and Execution

• Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank's market share in wealth management.
• Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant.

Channel Support and Training

• Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.
• Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.
• Lead digital first agenda in collaboration with digital team.

Client Relationship Management

• Support high‑value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.
• Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high‑net‑worth individuals (HNWIs).

Risk and Compliance Management

• Ensure all investment products comply with regulatory standards and internal risk management policies.
• Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank's standards for product quality and compliance.

Financial Analysis and Reporting

• Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.
• Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders.

Requirements

Education and Experience

• Minimum bachelor's degree.
• 8 to 10 years of product development in wealth and investment products.