Head of Wealth Products, Portfolio and Proposition
Description
Description Role: Head of Wealth Products Portfolio and Proposition Location: Abu Dhabi Role Purpose: The role will be a senior position (effectively deputy to the Head of Wealth Management), overseeing the growth of the wealth management products proposition portfolio and new sales. The responsibilities include: Wealth products Wealth/Investment Advisory Wealth Portfolio Quality and AUM growth Wealth Governance / Process Controls (with governance team)Wealth Proposition Key Accountabilities of the role Managing wealth products, including sourcing new products from third parties and through ADIB Capital, enhancing existing offerings, and communicating portfolio updates to clients to increase customer engagement and investment sales.Managing the wealth portfolio across the entire segment to maximize customer returns, optimize holdings, and manage concentration risks.Monitoring customer returns and reviewing portfolio mix and exposures in line with customer needs and market dynamics.Providing regular updates to customers, analyzing portfolios, and designing strategies for customer portfolios.Creating an enhanced customer proposition based on segmentation and portfolio holdings, including setting up engagement programs.Driving new wealth product sales through RMs and investment advisors, managing sales targets, incentive programs, and performance reviews.Developing and enhancing digital initiatives, including end-to-end digital journeys, new digital products like crypto accounts, gold/silver accounts, and robo-advisory services.Ensuring compliance with regulations and internal policies, interfacing with external bodies like UBF/SCA.Leading the bank's expansion into new business opportunities such as pension funds or new geographies in the GCC.Specialist Skills / Technical Knowledge Required Expertise in Wealth Management products and the UAE market Strong advisory and investment management skills Understanding of digital wealth platforms Leadership, motivational, negotiation, and presentation skills Financial modeling, budgeting, and forecasting skills Ability to interpret macroeconomic data Coaching and development skills Results-oriented and highly organized Previous Experience Required18-20 years of industry experience in managing wealth management at a large international or UAE bank University degree is mandatory Understanding of marketing dynamics, product knowledge, and local regulations Required Experience: Director #J-18808-Ljbffr
Posted: 7th July 2025 6.28 pm
Application Deadline: N/A
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