Wealth Products Head

2 days ago

Taguig, National Capital Region, Philippines Private Advertiser Full time ₱1,500,000 - ₱2,500,000 per year

The Head of Wealth Management Products will lead the strategy, design, and delivery of investment solutions, ensuring products are competitive, compliant, and profitable. The role combines product leadership with sales support to drive growth across wealth offerings.

RESPONSIBILITIES

  • Own the full product lifecycle, from development and regulatory approval to launch and ongoing management of UITFs, IMAs, and other investment products.
  • Ensure all solutions meet client needs, market opportunities, and compliance standards.
  • Oversee pricing, performance monitoring, and competitiveness of investment products.
  • Conduct market and economic research to guide product positioning and investment strategies.
  • Support sales teams with training, campaigns, and technical expertise to strengthen client engagement.
  • Manage partnerships with fund managers, advisors, and custodians to broaden product capabilities

QUALIFICATIONS

  • Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred.
  • 5–7 years of experience in wealth or investment product management, with proven success in UITFs and IMAs.
  • Strong knowledge of market analysis, portfolio construction, and regulatory requirements.
  • Excellent leadership, communication, and stakeholder management skills.

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