Head of Wealth Management
nezda global- Posted 8 hours ago
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Job Description
Are you a senior banking professional skilled in balance sheet strategy, deposit growth, and wealth management We are hiring a Wealth Deposits Head (AVP) to shape and execute deposit strategies for high-net-worth clients at a leading, innovation-driven financial institution.
About the Company
We are partnering with one of the premier universal banks in the Philippines. Renowned for its digital-first vision, agile culture, and commitment to innovation, the organization provides a collaborative environment where leaders are empowered to shape the future of banking.
About the Role
As the Wealth Deposits Head, you will take full ownership of the strategy, performance, and governance of deposit products tailored to the Wealth segment. Operating from our Eastwood, Quezon City hub, you will optimize funding for credit cards and lending portfolios, drive balance migration into high-value wealth solutions, and champion digital-first deposit experience enhancements across channels.
Key Responsibilities
- Drive Deposit Strategy: Formulate and execute wealth deposit plans to achieve balance sheet objectives and fund card/lending portfolios.
- Pricing & Retention Management: Design interest rate and pricing strategies to optimize margins, reduce client attrition, and safeguard balances during platform transitions.
- Product Governance & Lifecycle: Oversee savings, time deposits, and FX products, ensuring full compliance with Bangko Sentral ng Pilipinas (BSP) and internal governance standards.
- Digital Enablement: Partner with Digital Banking and Tech teams to build seamless, frictionless customer journeys across digital and assisted channels.
- Cross-Functional Leadership: Lead integration, migration, and product replication workstreams across Product, Operations, Marketing, Compliance, and Frontline teams.
- Team Leadership: Coach and develop a high-performing product team while acting as a trusted advisor to senior management.
Must-Have Qualifications
- Bachelor's degree in Business, Finance, Economics, or a related field.
- 8 to 12 years of relevant banking experience, with strong exposure to deposit products, wealth management, or retail banking.
- Direct experience in deposit pricing, balance sheet management, and funding strategy.
- Proven track record in product management, digital innovation, and cross-functional execution.
- Deep understanding of the Philippine banking landscape and BSP regulatory environment.
Good-to-Have
- Experience leading product migration, replication, or system integration initiatives within a bank.
- Exposure to FX-related deposit products and cross-selling into investment/insurance solutions.
Why Join Us
- Strategic Impact: Directly shape the deposit portfolio and funding pipeline for one of the top banks in the country.
- Innovation-Led Environment: Lead digital-first initiatives within a technology-forward banking ecosystem.
- Executive Visibility: Work closely with cross-functional executive leadership across Retail, Treasury, and Wealth Management.
How to Apply
Ready to drive the next phase of wealth deposit growth Click Apply or submit your resume directly through LinkedIn to start the conversation!
More Info
Key Skills
Deposit Pricing
Cross-Functional Execution
Deposit Strategy
Funding Strategy
Balance Sheet Management
