Senior Manager - Investment Products & Wealth Solutions
About the role
Who we are looking for
We are looking for a mature, commercially credible wealth-management professional who can operate comfortably across both the client conversation and the product conversation.
You may already be working in investment products, wealth propositions or product distribution. Equally, you may be an experienced Relationship Manager, Private Banker or Investment Advisor who has developed strong product expertise and is ready to move into a broader platform role.
The strongest candidates will understand how HNW clients think, how Wealth and Relationship Managers sell, and how product providers structure and distribute investment solutions. You should be able to translate a client mandate into a practical product solution and build trusted relationships with both frontline teams and external counterparties.
What you will own
- Develop and expand relationships with third-party product manufacturers, banks, asset managers and investment providers.
- Help shape and curate a competitive investment-product shelf across Mutual Funds, Fixed Income, Sukuk, Structured Notes and bespoke solutions.
- Work closely with Wealth Managers and Relationship Managers to understand HNW client mandates and identify appropriate investment solutions.
- Support the commercial positioning, distribution and lifecycle management of investment products.
- Act as a senior product partner to frontline teams, helping translate market opportunities and client requirements into actionable offerings.
- Contribute to the continued development of the wealth-management proposition as the platform grows.
Requirements
- 6+ years of experience in financial services, wealth management, private banking, investment advisory or a closely related field.
- Strong practical knowledge of investment wealth products including Mutual Funds, Fixed Income, Sukuk and Structured Notes.
- Experience working with third-party product providers, manufacturers, banks, asset managers or other investment counterparties.
- A minimum of 3 years of frontline sales experience or a proven track record of working closely with Relationship Managers, Wealth Managers or sales teams on commercial opportunities.
- Experience understanding HNW client requirements and translating them into suitable investment solutions or product propositions.
- Strong commercial judgement with experience contributing to revenue growth, product distribution or business-development objectives.
- Experience working with multi-jurisdictional mandates, international clients or global financial products.
- The professional maturity, communication skills and market credibility to represent a growing wealth management platform with senior clients, counterparties and internal stakeholders.
Desirable skills
- Deep, practical knowledge of Sharia-compliant wealth products including Mutual Funds, Sukuk and Structured Notes.
- Experience developing, expanding or transforming a wealth-management proposition, investment-product platform or third-party distribution capability.
- A background that combines Relationship Management or Private Banking experience with subsequent product, investment advisory or proposition responsibility.
- An established network across banks, asset managers, investment-product manufacturers, wealth managers or other relevant financial institutions.
- Direct experience structuring or sourcing bespoke investment solutions for HNW or UHNW clients.
- Experience taking significant ownership within a growing business, new platform or evolving wealth-management proposition.
- Professional certifications such as CFA, CISI or equivalent.
Leadership opportunity
This is a highly visible role with exposure to senior leadership, institutional product partners, frontline wealth teams and the HNW client proposition.
As the platform continues to develop, there is scope for the successful candidate to take on broader commercial and leadership responsibility and become an increasingly senior representative of the wealth-management business.
For this reason, we are looking beyond technical product expertise alone. Market credibility, judgement, relationship-building ability and the capacity to represent the platform confidently with senior stakeholders will be important.
Role details
- Department
- Finance
- Location
- Dubai
- Work setup
- Onsite
- Employment type
- Full-time
- Job level
- Senior
- Experience
- 6+ years
- Industry
- Finance
- Sub-industry
- Capital Markets