Develop digital product experience strategy for the emerging wealthy based on the vision of intuitive, smart, and frictionless experience.
Collaborate with stakeholders and business partners to define digital product capabilities and experience which aligns with mass affluent, emerging wealth segment strategies.
Develop and maintain key metrics around DIY (Do It Yourself) capability development, user experience, adoption, availability, and development.
Establish, monitor, and maintain cross-departmental communication about how product is managed, as well as performance of key metrics.
Engage with clients to ensure high quality service, receive feedback, and include this in product updates.
Constantly improve customer satisfaction, usability, reliability, and operational efficiency by continually monitoring performance data and KPIs.
Partner with stakeholders (internal and external), software development leads, and management for sprint planning and expectation management.
Plan and host periodic events within the client segment with a minimum investment of 20M.
Manage communication with the privilege clients via Emails, Newsletters and Social media channels.
Bachelor's Degree in Finance, Business Administration, Economics, or a similar course of study from a reputable university.
7 – 9 + years of work experience; Private Banking, Financial Services or Technology industry preferred.
Minimum of 4 years digital product management experience with track record of launching amazing customer experiences.
Minimum of 5 years in a leadership position.
A Masters’ degree, MBA or other relevant post graduate qualifications is preferred.
Strong level of understanding of the investment landscape globally or locally.
Strong previous experience managing the needs of High Net worth Individuals.
Deep knowledge of investment products & services.
Strong business development and relationship management skills.
Strong existing network of client relationships.
Desired Knowledge, Skills and Attributes
Proven ability to build, lead and grow an effective and results driven team.
Demonstrated experience dealing with High Net Worth clients and equivalent knowledge base
Proven sales success and strong business acumen.
Focuses on the client experience and works tirelessly on the client’s behalf.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
Strong presence in the financial services industry with an established network.
A “self-starter” - willing to own all aspects of the product and the team.
Proactive and driven with a keen eye for opportunities.
Skilled in deal origination.
Adept at client relationship management
Demonstrates a good understanding of the competitive landscape.
Exacting attention to detail, picking up on the details that others miss.
Outstanding written and communication skills including a strong track record of cross-team and cross-client team participation
An energetic, positive and innovative demeanor, with leadership and facilitation skills to bring projects to a successful delivery.
Sound operational and risk management knowledge.
Extremely confident and charismatic communicator.
Excellent verbal, written communication, and interpersonal skills
A naturally persuasive and passionate individual.
Strong leadership and managerial skills.
A strong focus on excellence.
Ability to plan and prioritize effectively
Strong project / process management skills.
High level of emotional intelligence and self-awareness.
- Competitive and commensurate with experience