Wealth & Investment Product Lead

CBD; Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

CBD Bank in Dubai seeks a Wealth Management Product Manager to support lifecycle management, governance, MIS reporting and sales enablement across Wealth Management. You will collaborate with product, sales, advisory, compliance, risk and tech teams to deliver competitive, compliant investment solutions that drive revenue and client value.

Responsibilities include managing product lifecycles of mutual funds, fixed income, structured notes and other investments; preparing SOPs, policy docs, KFS;

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Banking, or a related discipline.
• Professional qualification or certification in Wealth Management, Investment Advisory, CISI, CFA, CFP, CWM, or equivalent is an advantage.
• Minimum 5-7 years of banking or financial services experience, preferably within Wealth Management, Investment Products, Product Management, Investment Advisory, Private Banking, Priority Banking, or related functions.
• Good understanding of wealth and investment products, including mutual funds, fixed income, structured products, FX products, alternative investments, deposits, and related banking solutions.
• Experience in product support, product governance, MIS reporting, dashboard preparation, product documentation, stakeholder coordination, and sales enablement.
• Knowledge of suitability requirements, client risk profiling, KYC, AML, FATCA, CRS, conduct risk, and UAE banking regulatory requirements is preferred.

Responsibilities

• Assist in managing the lifecycle of wealth and investment products, including mutual funds, fixed income products, structured notes, alternative investments, FX products, deposits, and other approved investment offerings.
• Support the preparation, maintenance, and periodic update of product programmes, policies, Standard Operating Procedures, Key Facts Statements, and related product documentation.
• Coordinate with internal stakeholders and external product providers to support product approvals, launches, reviews, and ongoing product management activities.
• Generate and analyse product performance metrics, AUM trends, revenue contribution, client feedback, market data, and sales performance to support continuous improvement and profitability.
• Prepare regular MIS reports, dashboards, product performance packs, and business insights for Wealth Management leadership and relevant stakeholders.
• Support sales and relationship management teams with product information, training materials, market updates, campaign support, and sales enablement tools.
• Monitor market trends, competitor offerings, and client needs to identify opportunities for enhancing the Bank's wealth and investment product proposition.
• Ensure product activities are conducted in line with suitability, risk profiling, disclosure, documentation, conduct risk, regulatory, and internal governance requirements.
• Liaise with technology and relevant business units to improve reporting automation, portfolio monitoring, and product management processes.
• Maintain product records, approval documents, review notes, governance trackers, and other relevant documentation in line with internal standards.

Skills

Stakeholder coordination

MIS reporting

Product governance

Sales enablement

Dashboard preparation

Reporting automation

Education

Bachelor's degree in Finance, Economics, Business Administration, Banking, or a related discipline

Job description

CBD Bank in Dubai seeks a Wealth Management Product Manager to support lifecycle management, governance, MIS reporting and sales enablement across Wealth Management. You will collaborate with product, sales, advisory, compliance, risk and tech teams to deliver competitive, compliant investment solutions that drive revenue and client value.

Responsibilities include managing product lifecycles of mutual funds, fixed income, structured notes and other investments; preparing SOPs, policy docs, KFS;