To support the Head of WM Products and the department in achieving its objectives by launching new products and managing those assigned to him/her.
- Provide Wealth Management products and solutions that suit the customer base
- Work closely with front line channels to promote WM Products
- Train and develop the distribution channels
- Ensure that all channel of communication are effectively managed (RMs, call center, Branch Manager, Branch Network etc)
- Develop and improve all promotional and marketing material for products managed
- Work closely with internal stakeholders to ensure products and initiatives are delivered on time.
- Work with 3rd party service providers closely and develop the relation with them
- Responsible to prepare products programs, presentations and teasers for all new products
Technical Knowledge and Competencies required for the role:
- Bachelors degree in related field
- 5-7 years experience in investment products and preferably relationship management related to wealth planning, investments or investment banking
- Ability to identify clients needs to offer the proper investment solutions/ideas
- Strong analytical skills and investment background
- Discreet and trustworthy with high degree of integrity
- Fluent in English and Arabic