Manager, Regional Wealth Management (Wealth Commercialisation)

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Job Purpose

The Wealth Commercialisation Manager is responsible for driving the growth, monetization, and go-to-market strategy for wealth management products and digital wealth solutions. This role bridges the gap between product development, marketing, sales enablement, and tech/digital channels to ensure products achieve high adoption, target revenue, and customer engagement.

Key Responsibilities

• Develop and execute commercialisation strategies for new and existing wealth management products (e.g., unit trusts, structured products, FX, bancassurance, etc).

• Establish key performance metrics (AUM, revenue, active customer count, product penetration) and drive cross-functional execution to meet business targets.

• Identify target customer segments, value propositions, and optimal pricing strategies in collaboration with product and analytics teams.

• Leverage customer analytics and behavior data to optimize product positioning and drive conversion rates across self-serve and assisted channels.

• Collaborate with Marketing and Segment teams to plan, launch, and measure integrated marketing and promotional campaigns.

• Develop sales collateral, toolkits, and product training materials for Relationship Managers (RMs) and front-line advisors.

• Track campaign ROI and continuously refine commercial messaging based on performance data.

• Work closely with Product, Compliance, Risk, Legal, Operations, and IT teams to ensure all commercial initiatives meet regulatory standards and are delivered on time.

• Monitor competitor landscape, market trends, and regulatory changes to identify new commercial opportunities or potential risks.

Qualifications & Requirements

Education & Experience

• Education: Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field.

• Experience: 3+ years of experience in wealth/segment management

Key Skills & Competencies

• Wealth Product Knowledge: Solid understanding of wealth management solutions (e.g., investments, foreign exchange, insurance, advisory).

• Commercial Acumen: Strong business sense with a proven track record of driving revenue growth, campaign execution, and market penetration.

• Data-Driven Mindset: Ability to analyze sales performance, user funnels, and customer data to make strategic decisions.

• Project Management & Execution: Demonstrated ability to manage complex, cross-functional projects from inception to rollout.

• Communication & Influence: Excellent verbal and written communication skills to influence senior stakeholders and align diverse teams.