PRODUCT MANAGER – WEALTH PROPOSITION- RPP: WEALTH MANAGEMENT

  • Full Time
  • Sri Lanka
  • 55,000-120,000 LKR / Month

Website DFCC Bank PLC

Job description

You should ideally:

  • 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

You will be mainly responsible for:

  • 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

A competitive remuneration package and other fringe benefits as well as structured career advancement opportunities and extensive training are on offer for the chosen candidate.

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. Any form of canvassing is discouraged.

Correspondence will only be with the short-listed candidates.

Click here to download the DFCC Bank application form and apply now via the below portal by 09th July 2026.

Chief Human Resources Officer
DFCC Bank PLC, 73/5 Galle Road, Colombo 03
website – www.dfcc.lk

Job Location : Sri Lanka
Company Name : DFCC Bank PLC
Salary : 55,000-120,000 LKR

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To apply for this job email your details to recruit@dfccbank.com