Assistant Manager, Wealth & Investment Products
Core
Support the management and enhancement of the Bank's wealth and investment product proposition by assisting in product lifecycle management, governance, performance monitoring, and sales enablement.
Role type
Assistant Manager, Wealth & Investment Products (via careerplan.io/jobs/14-007-5D-F6F-assistant-manager-wealth-investment-products)
Builds
Competitive, compliant, and client-focused investment solutions including mutual funds, fixed income, structured notes, and alternative investments.
Domain
Banking / Wealth Management
Required skills
Product lifecycle management, product governance, MIS reporting, sales enablement, stakeholder coordination, regulatory compliance (KYC, AML, FATCA, CRS), market trend analysis, documentation management.
Preferred skills
Professional certifications (CFA, CFP, CWM, CISI), knowledge of UAE banking regulations, experience in Private Banking or Investment Advisory.
Technologies
MIS reporting tools, dashboarding platforms, product management systems.
Responsibilities
Manage product lifecycle for various investment offerings; prepare and update product policies and Key Facts Statements; generate and analyze performance metrics and AUM trends; support sales teams with training and campaign materials; monitor market trends and competitor offerings; ensure compliance with regulatory and internal governance requirements; liaise with technology units to improve reporting automation.
Seniority
Mid-Senior, hands-on IC