We're excited to be partnering with a leading institution in the UAE that is building a digital-first, AI-enabled financial services organisation from the ground up. This is a unique opportunity to join at an early stage and help shape one of the region's most ambitious financial services ventures, backed by prominent institutional investors and designed to redefine customer experiences through innovation, technology, and a modern operating model.
If you're passionate about building wealth and investment propositions, creating differentiated client experiences, and developing scalable investment capabilities from day one, we'd love to hear from you.
As the Wealth & Investments Lead, you will be responsible for defining, building, and scaling the organisation's wealth and investments proposition for retail and affluent clients. Reporting to the Director of Retail Products, you will own the wealth strategy, product roadmap, governance framework, and operating model, whilst working closely with business, risk, compliance, operations, technology, and data teams.
Key Responsibilities
- Define and execute the Wealth & Investments strategy, business plan, and product roadmap aligned to broader retail and growth ambitions.
- Lead the full product lifecycle from market assessment and proposition design through delivery, launch, performance management, and continuous enhancement.
- Develop a differentiated wealth proposition spanning multiple client segments, products, and investment solutions.
- Drive innovation through ongoing market analysis, competitor benchmarking, and customer research to identify new opportunities and areas of differentiation.
- Oversee the development and management of investment offerings including managed portfolios, funds, ETFs, structured products, alternative investments, advisory services, and trading-enabled solutions.
- Establish and embed robust product governance frameworks covering due diligence, suitability, target market definition, disclosures, product approval, and lifecycle management.
- Partner with control and executive functions on regulatory matters and ensure the highest standards of governance, conduct, and risk management.
- Build scalable operating models, digital capabilities, and AI-enabled processes that enhance efficiency, insight, and customer outcomes.
- Drive commercial performance through joint ownership of portfolio growth, assets under management, client acquisition, fee income, profitability, and customer outcomes.
- Build, lead, and develop a high-performing wealth and investments team while managing key external partnerships and platform providers.
Key Requirements:
- 8+ years' experience within wealth management, investments, or investment product management gained within banking or financial services.
- Proven experience leading wealth and investment teams and delivering strategic initiatives.
- Deep expertise across investment products and wealth propositions, including managed portfolios, funds, ETFs, structured products, advisory models, suitability, and product governance.
- Strong track record of launching and scaling regulated wealth propositions, platforms, or investment businesses.
- Experience developing digital investment journeys and modern wealth operating models.
- Strong understanding of product governance, regulatory requirements, conduct risk, and client suitability frameworks.
- Commercially astute, with experience managing business performance, growth initiatives, pricing strategies, and revenue targets.
- Exposure to AI-enabled investment tools, advanced analytics, suitability platforms, or digital wealth capabilities would be advantageous.
- Excellent stakeholder management skills with the ability to influence across business, risk, compliance, technology, operations, and senior leadership teams.
Preferred Qualifications
- Bachelor's degree in Finance, Economics, Business, Investments, or a related discipline.
- MBA or relevant postgraduate qualification preferred.
- Professional certifications such as CFA, CAIA, CISI, CFP, or equivalent are highly desirable.
- Ability to satisfy relevant UAE regulatory Fit & Proper requirements where applicable.
