Wealth Product Development Head
A leading financial institution is seeking a Wealth Product Development Head to oversee and drive the growth of its wealth management business. This pivotal role offers you the opportunity to shape the future of investment products, from concept through launch and ongoing management, ensuring alignment with market trends and customer needs.
What you'll do:
As Wealth Product Development Head, you will play an integral role in shaping the organisation’s suite of wealth management offerings. Your day-to-day activities will involve guiding cross-functional teams through every stage of product development—from initial concept through regulatory approval to launch—ensuring each solution meets both client expectations and industry standards. You’ll work closely with regulators to maintain compliance while leveraging your analytical skills to design competitive products that respond dynamically to market changes. By partnering with distribution channels for training initiatives and supporting financial advisors with technical expertise, you’ll foster a culture of knowledge-sharing across the business. Your ability to manage vendor relationships will further enhance the breadth of available investment options for clients. Success in this role means consistently delivering high-quality products that drive business growth while maintaining rigorous compliance standards.
- Guide the end-to-end process for developing new investment products such as Unit Investment Trust Funds (UITFs), Investment Management Accounts (IMA), and other bespoke solutions tailored to client segments.
- Ensure all wealth management offerings are strategically aligned with current market trends, customer segmentation data, and long-term organisational goals.
- Coordinate submissions to regulatory bodies including BSP and SEC for product approvals, updates, and ongoing compliance requirements.
- Maintain strict adherence to all relevant laws, regulations, and internal governance standards throughout the product lifecycle.
- Design innovative investment solutions by analysing client needs, risk profiles, and emerging market opportunities while balancing cost efficiency and competitiveness.
- Oversee performance monitoring for all products to ensure optimal returns for clients while maintaining cost-effective structures.
- Conduct comprehensive macroeconomic research as well as asset class analysis to inform product strategy and support investment positioning decisions.
- Develop house views in partnership with investment committees and advisory teams to guide overall product direction.
- Collaborate with distribution teams to deliver engaging product training sessions, sales campaigns, and marketing content that empower financial advisors.
- Manage relationships with third-party fund providers, investment advisors, custodians, and other partners involved in outsourced solutions or sub-advisory mandates.
What you bring:
Your proven experience in wealth management product development equips you with the expertise needed to excel as Wealth Product Development Head. You bring a deep understanding of regulatory environments coupled with strong analytical capabilities that allow you to interpret complex market data into actionable strategies. Your interpersonal skills foster collaboration across departments while building trust with external partners. You have demonstrated success in designing innovative investment solutions tailored to diverse client segments—balancing risk profiles against market opportunities. Your commitment to compliance ensures every product meets stringent legal requirements while your communication skills empower others through training initiatives. With your background in performance monitoring and cost optimisation, you consistently deliver value-driven results that support both organisational objectives and client satisfaction.
- Extensive experience managing the full lifecycle of wealth management products within a reputable financial institution or similar environment.
- Proven track record coordinating with regulatory bodies such as BSP or SEC for product approvals and compliance matters.
- Deep understanding of investment product structuring—including proprietary solutions—and pricing strategies based on client needs and market conditions.
- Strong analytical skills demonstrated through macroeconomic research and asset class analysis supporting strategic decision-making.
- Exceptional interpersonal abilities enabling effective collaboration with internal teams as well as external partners like fund providers or custodians.
- Outstanding communication skills for delivering impactful training sessions, sales campaigns, marketing materials, and technical support to financial advisors.
- Ability to develop house views in conjunction with investment committees or advisory groups that influence overall product strategy.
- Experience overseeing performance monitoring processes ensuring cost efficiency and competitiveness across multiple investment offerings.
- Commitment to upholding ethical standards by maintaining strict compliance with all applicable laws, regulations, and internal governance policies.
What sets this company apart:
This organisation stands out for its unwavering commitment to employee development within a collaborative culture that values inclusivity and shared success. You’ll find yourself supported by knowledgeable colleagues who encourage growth through ongoing training opportunities tailored specifically for your career progression. Flexible working arrangements allow you to balance professional responsibilities with personal priorities while generous pension contributions provide long-term security. The company’s dedication to responsible business practices ensures every team member feels valued—creating an environment where your contributions truly make a difference not only within the organisation but also for clients seeking dependable wealth management solutions.
What's next:
If you are ready to take on a rewarding challenge where your expertise can shape the future of wealth management products in a supportive environment—this is your moment!
Apply today by clicking on the link below; join a team committed to excellence in wealth management.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
About the job
Contract Type: Perm
Specialism: Banking & Financial Services
Focus: Product Management
Industry: Financial Services
Salary: Negotiable
Workplace Type: On-site
Experience Level: Senior Management
Location: National Capital Region
FULL_TIMEJob Reference: F4BZ95-7F4A8CDB
Date posted: 3 November 2025
Consultant: Alefey Jacob
philippines banking-financial-services/product-management 2025-11-03 2026-01-02 financial-services Taguig National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true