Product Manager – Wealth Management
Main Areas of Responsibility
• Collaboration with Product Director for defining and maintaining the product roadmap for digital platforms and applications.
• Focusing on end-to-end product development cycle, creating synergy and continuous collaboration with the Product
• Translate roadmap initiatives into clear and actionable epics, features, and user stories.
• Support backlog prioritization in alignment with business strategy and stakeholder needs.
• Gather, analyse, and validate requirements derived from both roadmap initiatives and client requests.
Client & Stakeholder Engagement in Client and Prospect Engagement
• Act as a trusted product advisor for clients, supporting product implementation and adoption while understanding their operating model, regulatory constraints, and digital service expectations to ensure business value realization.
• Build trusted relationships with clients and prospects, proactively engaging with them to understand their business challenges, market trends, and evolving digital needs.
• Lead product demonstrations, discovery workshops, and requirements-gathering sessions, supporting pre-sales activities and helping clients translate business needs into scalable product solutions.
Team Leadership & Coordination
• Define and enforce standards and best practices for requirement gathering and documentation.
• Review and validate backlog items and deliverables prepared by the team.
• Mentor and guide Business Analysts and Product Owners, fostering continuous learning and quality improvement.
• Coordinate cross-team communication to maintain alignment across product lines and initiatives.
Candidate’s experience and qualifications required
- Proven experience as a Product Manager in Digital Solution, WealthTech or Banking environment (min. 3 years).
- Direct exposure to digital platforms serving private banks, wealth managers, or investment firms (web and mobile).
- Strong background in requirements gathering, backlog management, and Agile methodologies.
- Experience in managing the prioritization and trade-offs between customer experience and time-to market.
- Ability with strategic prioritization and alignment across teams and organizational levels.
- Experience in coordinating or mentoring a team of analysts or consultants.
- Excellent communication and presentation skills, confident in client-facing contexts.
- Fluent in English (spoken and written).
- Familiarity with UX principles and design thinking approaches.
- Strong team player.
Nice to Have
- Familiarity with analytics tools (e.g. Mixpanel, Tealium, Power BI).
- Experience coordinating multi-country product initiatives or Agile squads.
Other Requirements
- Availability to travel occasionally.
- Flexibility to work with distributed international teams across time zones.
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