Head of Investment Products and Advisory

• Oversee investment product solutions, proposals, and distribution strategies that adhere to legal requirements for every clientele group.
• Establishing and utilizing alliances to improve the product line. Create guidelines for third-party product sellers' due diligence and onboarding.
• Achieving the items' business objectives
• Collaborate with sales directors to determine market demand and potential new product offerings. Arrange and oversee marketing campaigns and product launches.
• Developing macro and micro-based investment strategies to advise the BU team and clients on market outlooks, product briefs, and appropriateness
• Create model portfolios and a systematic advice process. Examine and confirm process adherence and model and client portfolio alignment.
• Providing coaching, training, sales support tools, sales promotion, and stimulus programs to BU teams so they can provide clients with appropriate answers
• Investigating cross-selling and penetration strategies to boost clientele, AUM, and TOI
• Create research, investment strategists, and investment counselors specifically for the private sector to mentor, teach, and train salespeople at BUs and PB centers.

Job Requirements
Educational Qualifications

• Business, finance, or economics degree from university,
• Having an MBA, CFA, CFR, or other qualifications will be beneficial.

Relevant Experience

• Over 05 years of experience in management
• 10 to 12 years of experience managing products and investments, ideally in private and priority banking

Relevant Knowledge/ Expertise

• Competent knowledge of different asset classes, risk management techniques, and investing tools
• Thorough knowledge of macroeconomic variables, financial markets, and regulatory needs

Skills

• Outstanding decision-making, communication, and analytical abilities
• Excellent team management and leadership abilities, strong moral standards, ethics, etc.

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