The Wealth Products Head will lead the strategic development, management, and growth of the Bank's wealth management product portfolio, including investment, trust, treasury, bancassurance, and affluent banking solutions. The role is responsible for driving product profitability, customer acquisition, portfolio growth, regulatory compliance, and market competitiveness while delivering a best-in-class wealth management experience for affluent and high-net-worth clients.
Key Responsibilities
- Develop and execute the overall wealth products strategy aligned with the Bank's growth and profitability objectives.
- Lead the management and enhancement of investment, trust, treasury, bancassurance, structured products, and wealth advisory offerings.
- Drive product innovation and identify new market opportunities within the affluent and high-net-worth segments.
- Own product P&L and ensure achievement of revenue, AUM, sales, and client growth targets.
- Partner with Distribution, Private Banking, Retail Banking, Treasury, Trust, Compliance, Risk, Legal, and Marketing teams to maximize product performance.
- Monitor market trends, economic conditions, competitor activity, and customer behavior to optimize product offerings.
- Ensure all products comply with BSP, SEC, AML, trust, and other regulatory requirements.
- Lead product governance, pricing, product approval, and portfolio management processes.
- Build and maintain relationships with asset managers, insurance partners, investment providers, and key stakeholders.
- Present business performance, product strategies, and growth opportunities to Executive Management and Senior Leadership.
Qualifications
- Bachelor's Degree in Finance, Economics, Business, Banking, or a related field.
- Master's Degree (MBA or equivalent) preferred.
- Minimum 12+ years of experience in wealth management, investments, private banking, product management, treasury, trust, or financial services.
- Proven experience managing wealth, investment, bancassurance, or related financial products.
- Strong understanding of investment markets, portfolio management, wealth advisory, and regulatory frameworks.
- Experience leading senior stakeholders and cross-functional teams.
- Strong commercial acumen with demonstrated success in achieving revenue and growth targets.
