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Services

We understand that no two organisations are the same. Find out more about how we've customised our recruitment offerings to help clients across South East Asia meet their needs.

Read more
About Robert Walters Philippines

Since our establishment in 2016, our belief remains the same: Building strong relationships with people is vital in a successful partnership.

Learn more

Work for us

Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters

Learn more

Savings and Investment Category Head

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Our client is seeking a dynamic and experienced Product Head for Investment and Savings. This role will be instrumental in driving the proposition strategy development to execution of Savings and Investment Category. The successful candidate will lead the Savings and Investments Product Proposition Category Team in formulating product strategy and proposition to penetrate different customer segments via agency, bancassurance and digital channels.

Product Head for Investment and Savings

Salary: Competitive and based on experience

Location: Makati

Keywords: Investment, Savings, Product Head, Strategy Development, Customer Segments

What you'll do:

As the Head of Product for Investment and Savings, you will be instrumental in shaping the future of our client's savings and investment portfolio. You will take charge in leading the development of new products, enhancing existing ones, ensuring alignment with customer needs, market trends, as well as fostering product innovation. Your ability to keep track of industry trends, competitor movements, market opportunities will be crucial in identifying potential business opportunities. You will also work closely with various teams to steer product strategy, conduct market research, analyse customer feedback, identify opportunities to optimise proposition offerings.

  • Lead, develop and manage the savings and investment product portfolio, including coming up with strategies, careful planning the process of developing and delivering projects.
  • Drive product innovation to formulate segment-based customer-centric product and fund propositions in order to address customer needs & their pain points in different life stages.
  • Monitor updates and changes in insurance market, including but not limited to industry trends, competitor movements, market opportunities and threats.
  • Propose fund and portfolio solutions to grow saving and investment business through partnering with MIMTC.
  • Drive overall growth of Savings and Investment category by developing holistic year-long and multi-year sustaining plans including marketing campaigns, customer financial and investment education programs.
  • Work collaboratively with channels and bancassurance partners to drive channel specific product and fund propositions.

What you bring:

The ideal candidate for the Product Head for Investment and Savings position brings a wealth of life insurance experience specifically in product development, management, fund development, asset management, product marketing and category management. Your strategic mindset and experience in a strategy-oriented role will be invaluable in this position. You possess an in-depth understanding of insurance and investment products, clients’ needs, FNA, sales process and industry developments. Your excellent knowledge of retail financial markets and wealth management products will be crucial in driving the success of our client's savings and investment portfolio.

  • At least 15 years’ relevant life insurance experience, preferably in product development and management, fund development/ asset management, product marketing, category management.
  • Experience in a strategy-oriented role or product line/business line ownership role.
  • In-depth understanding of insurance and investment products, clients’ needs, FNA, sales process and industry developments.
  • Excellent knowledge of retail financial markets and wealth management products.
  • Excellent stakeholders management, facilitation and presentation skills.
  • Strong drive and proven ability to manage multiple initiatives in parallel.

What sets this company apart:

Our client is a leading financial services provider committed to making decisions easier and lives better for their customers and colleagues around the world. They lead with values throughout their business. They create opportunities to learn and grow at every stage of your career. They invite you to help redefine the future of financial services. They foster an inclusive workplace where everyone thrives. They build a business that benefits all stakeholders and has a positive social and environmental impact.

What's next:

Ready to take the next step in your career? Apply now!

Apply Today by clicking on the link provided.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Product Management

Industry: Banking

Salary: Negotiable

Workplace Type: Hybrid

Experience Level: Senior Management

Location: Makati

Job Reference: LN3DMB-20642DAC

Date posted: 13 June 2024

Consultant: Elin Ramos

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