Product Analyst - Wealth Management

Job Description

At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank – we are a community that thrives on teamwork, cutting-edge solutions, and the highest standards of governance.

About The Role

At RAKBANK, we are committed to driving innovation, excellence, and customer-centric solutions. As part of our dynamic Wealth Management team, you will work closely with your reporting manager and collaborate with cross‑functional partners across Product, Operations, Compliance, Risk, Technology, and frontline distribution teams to elevate our Elite and Wealth propositions.

What You’ll Be Doing

Investment Product Support & Analytics

• Support the end‑to‑end management of the bank’s investment product suite, including mutual funds, bonds, structured products, discretionary mandates, and FX solutions.
• Conduct market research and competitive benchmarking to identify opportunities for product enhancements.
• Analyze product performance, client adoption trends, and revenue contributions to inform decision-making and reporting.
• Client & Distribution Support
• Work with relationship managers and frontline teams to address product queries and ensure seamless delivery of product information.
• Contribute to the creation of marketing materials, client presentations, product brochures, and fact sheets.
• Operational Coordination
• Collaborate with Operations, Compliance, Risk, Legal, and Technology teams to ensure smooth product setup, execution, and ongoing maintenance.
• Compliance, Governance & Risk
• Assist in preparing product due diligence documents, internal governance submissions, and risk assessment materials.
• Partnership & Provider Support
• Coordinate with external partners such as asset managers, custodians, and platform providers on product updates and requirements.
  
  

• Education: Bachelor’s degree in Finance, Economics, Business, Accounting, or a related discipline.
• Professional certifications or ongoing progress (CFA Level 1, CWM, or equivalent) are an added advantage.
• Experience: 1 - 2 years of experience in Wealth Management, Investment Products, Banking, or Financial Services.
• Internships or exposure to investment-related functions are preferred.
• Strong foundation in financial markets, investment concepts, and wealth management products.
• Industry: Experience or interest in financial services, asset management, private banking, or investment advisory environments.
  
  

• Competitive, performance-linked compensation.
• Medical coverage for you and your family.
• Comprehensive life insurance.
• Inclusive and diverse workplace culture.
• Career development and fast-track growth opportunities.
• Mentorship from industry experts.
  
  

• Strong analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with financial data tools is a plus.
• Excellent communication and interpersonal abilities.
• Detail-oriented, organized, and proactive with strong follow-up discipline.
• Ability to work effectively with multiple stakeholders in a fast-paced environment.