Scope and Purpose

We are seeking a senior banking professional with deep expertise in financial markets, investment products & wealth management to lead the enhancement of our Wealth Management business. The successful candidate will drive the strategy, development & management of our investment product offering – including advisory solutions, investment funds, structured products & insurance – while ensuring alignment with client needs, regulatory requirements & market trends.

Main Responsabilities:

• Define & execute the Wealth Management product roadmap aligned with the Bank's commercial strategy and growth objectives;
• Lead the design & launch of new investment products, including mutual funds, structured deposits, investment certificates and alternative investment solutions;
• Conduct market research & competitive analysis to identify product opportunities & stay ahead of market trends;
• Enhance existing product programs to ensure the Bank delivers a best-in-class offering & client experience;
• Drive growth in Assets under Management (AuM) & fee-based revenues;
• Develop sales leads generation from internal sources, client referrals & personal network;
• Proactively develop client relationships, anticipate & provide solutions to client needs & give high priority to client satisfaction;
• Promote the education of clients in the wealth management space & provide financial advisory services to enhance the quality of their investment decisions;
• Monitor product profitability & recommend enhancements or rationalization;
• Work closely with Retail, Corporate, Risk, Compliance, Legal & ICT to ensure seamless product development & execution;
• Collaborate with Group functions & Parent Company counterparts to leverage best practices & global solutions;
• Ensure all products comply with applicable regulatory requirements (Bank of Albania, AFSA & Group standards);
• Work closely with Legal, Compliance & Risk to manage client contracts, disclosures, and regulatory filings;
• Maintain a robust control environment ensuring understanding of risk & implementation of mitigation measures;
• Build, lead & develop a high-performing Wealth Management team, including relationship managers, product specialists & support functions;
• Foster a culture of high performance, client-centricity & compliance adherence;
• Provide coaching, training & professional development to team members.

Knowledge & Skills:

• Deep understanding of investment products, asset allocation & holistic financial planning;
• Strong knowledge of financial markets, trading platforms & investment solutions;
• Proven leadership capability with strong people management & decision-making skills;
• Exceptional networking skills & client relationship management abilities;
• Strategic mindset combined with hands-on execution capability;
• Strong communication & presentation skills, with ability to make complex investment concepts accessible to clients & stakeholders;
• Commercial instinct & ability to build opportunities into revenue.

Requirements:

• Bachelor's or Master's degree in Finance, Economics, Banking, or a related field;
• Professional certifications such as CFA, CFP, CIWM, or equivalent are a strong advantage;
• Minimum 15 years' experience in banking, with a strong focus on financial markets, investment products & wealth management;
• Proven track record of growing Assets under Management (AuM) and high-quality client relationships;
• Senior-level experience in wealth management, private banking, asset management, or investment advisory;
• Experience in product development & management within a regulated financial environment;
• Knowledge for the systems of the bank (core banking, reporting systems etc.);
• Fluent in English & Italian is plus;