PRODUCT MANAGER – WEALTH PROPOSITION

driving revenue through cross-sell action plans with branches and Treasury while monitoring performance

growing and optimizing AUM by identifying key clients, reviewing portfolios, and coordinating with Treasury on suitable offerings

ensuring advisory quality through risk profiling, suitability checks, and maintaining proper documentation

managing onboarding and service delivery by coordinating account opening, activation, timelines, and escalations

driving marketing initiatives through campaigns, forums, webinars, and collaboration with Marketing

enabling digital integration by ensuring product availability, testing workflows, and driving adoption

improving processes and staff capability by training teams and refining workflows

maintaining governance by developing manuals, conducting compliance reviews, and ensuring proper documentation

have 8 years of executive experience with at least 5 years of exposure in wealth management, treasury distribution, affluent propositions or investment product roles

possess a Degree in Finance, Business, Economics or an equivalent professional qualification (CISI UK, CFA, CIMA, etc.)

have a strong track record in revenue delivery, client engagement and governance

have knowledge of wealth products, suitability and risk profiling, and AUM analytics

have knowledge of proposition design, digital enablement and governance

be strong in relationship building, influencing and structured execution

have strong communication skills with a commercial mindset

Application Method: Apply via e-mail by sending an updated CV or a DFCC Bank application form which could be downloaded from our website to [email protected].

Subject Line: Mention the position applied for mentioned in the subject line.

Deadline: Within 7 days of this advertisement.

We are an equal opportunity employer, committed to promoting an inclusive and diverse environment. Recruitment to the Bank is based solely on merit and competency irrespective of other characteristics that make our employees unique. Any form of canvassing is discouraged. Correspondence will only be with the short-listed candidates.

Recipient: Chief Human Resources Officer

Company Entity: DFCC Bank PLC

Address: 73/5, Galle Road, Colombo 03

Phone Contact: 0112 350000

Official Website: www.dfcc.lk

Additional Info: Fitch Ratings A (lka) | Licensed Commercial Bank supervised by CBSL