Live opening · Posted 9 days ago
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About the role
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Company Description Globe Win Wealth Management Limited is a premier wealth management provider offering comprehensive financial planning and investment management solutions to a diverse client base. The company’s services include overseas asset allocation, strategic wealth planning, and family office support tailored to complex financial needs. Leveraging a robust product portfolio that spans trusts, funds, limited partnerships, private equity, and premium insurance, Globe Win delivers diversified, client-focused solutions. The firm also offers customized asset management and financing services designed to support sustainable wealth growth and intergenerational succession. Globe Win is fully operational and committed to long-term, trust-based relationships with clients.
Role Description The Director Product Strategy is a full-time remote role responsible for shaping and executing the product vision across Globe Win Wealth Management’s offerings. This role oversees product strategy formulation, portfolio positioning, and roadmap development to align with market opportunities and client needs. The director will lead market research and competitive analysis, translate insights into strategic initiatives, and collaborate closely with product management, investment, sales, and marketing teams. Daily responsibilities include defining product value propositions, guiding new product development and enhancement, setting performance metrics, and monitoring product performance against financial and client outcomes. The role also involves presenting strategic recommendations to senior leadership, managing cross-functional stakeholder alignment, and ensuring regulatory and risk considerations are embedded in product decisions.
Qualifications
Strong expertise in Product Strategy and Product Management, with a proven track record of leading complex financial or wealth management products.
Advanced Analytical Skills and experience in Market Research to interpret data, identify trends, and derive actionable insights.
Demonstrated capability in Strategic Planning, including portfolio-level decision-making and long-term roadmap development.
Deep understanding of wealth management, investment products (trusts, funds, LPs, PE, insurance), and client-centric solution design.
Excellent communication, presentation, and stakeholder management skills, with the ability to influence decisions at senior levels.
Experience working in remote, cross-functional, and multicultural teams, with strong self-management and organizational skills.
Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA or equivalent) or professional certifications (e.g., CFA, CFP) are advantageous.
Prior leadership experience in product strategy within financial services or wealth management is highly beneficial.
Work arrangement
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