Wealth Management Senior Specialist

***Intesa Sanpaolo Bank Albania is looking to hire* :** ***Wealth Management Senior Specialist*** ***Retail & Wealth Management Division*** 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 Responsibilities:** - 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; Burimi: https://al.linkedin.com/jobs/view/wealth-management-senior-specialist-at-intesa-sanpaolo-bank-albania-4433815138

Niveli: senior