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For Companies At a Glance
- Tasks: Lead strategy and innovation for high-net-worth clients in wealth management.
- Company: Join a leading firm focused on sustainable growth and excellent client outcomes.
- Benefits: Enjoy a competitive salary, annual bonus, and a generous benefits package.
- Why this job: Shape the future of client propositions in a fast-evolving industry with a focus on innovation.
- Qualifications: Extensive experience in wealth management and strong analytical skills required.
- Other info: This is a key leadership role for those motivated by delivering market-leading solutions.
The predicted salary is between 130000 - 150000 £ per year.
An exciting opportunity has arisen for an experienced professional to take on a pivotal role as Head of Proposition at a leading wealth management firm. This position offers the chance to drive strategy and innovation for high-net-worth (HNW) clients, ensuring sustainable growth and delivering excellent outcomes.
Key Responsibilities :
- Lead the propositions strategy for the HNW segment, focusing on profitability and client satisfaction.
- Stay ahead of market trends, competitor activities, and client needs to shape competitive propositions.
- Manage the end-to-end development, delivery, and maintenance of investment and financial planning propositions.
- Partner with distribution, investment, compliance, and other teams to align strategy and execution.
- Maintain governance and ensure propositions meet regulatory standards while delivering measurable value.
About You :
- Extensive experience in a senior proposition or commercial leadership role within wealth management.
- Strong understanding of UK regulatory requirements, alongside investment management and financial planning expertise.
- A proven track record of leading cross-functional initiatives and influencing senior stakeholders.
- Qualifications in investment management or financial advice are highly desirable.
- Strong analytical skills, with the ability to translate insights into actionable strategies.
Basic salary ranges from £130k-£150k plus an annual bonus and a generous benefits package.
This is a key leadership role for someone who is motivated by innovation and delivering market-leading solutions. If you have the expertise to shape the future direction of client propositions within a fast-evolving industry, we’d like to hear from you.
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Head of Proposition employer: BWD Search
Contact Detail:
BWD Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Proposition
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, and conferences to connect with key players and gain insights into current trends and challenges.
✨Tip Number 2
Stay updated on UK regulatory changes and market dynamics. Subscribe to relevant financial news outlets and join forums where industry experts discuss the latest developments.
✨Tip Number 3
Demonstrate your leadership skills by sharing examples of successful cross-functional initiatives you've led. Prepare to discuss how you influenced stakeholders and drove strategic outcomes in previous roles.
✨Tip Number 4
Research our company’s current propositions and identify areas for innovation. Be ready to present your ideas on how to enhance client satisfaction and profitability during the interview process.
We think you need these skills to ace Head of Proposition
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in proposition or commercial leadership roles within wealth management. Emphasize your understanding of UK regulatory requirements and your track record in leading cross-functional initiatives.
Craft a Compelling Cover Letter: In your cover letter, express your passion for driving strategy and innovation for high-net-worth clients. Mention specific examples of how you've shaped competitive propositions and delivered measurable value in previous roles.
Showcase Analytical Skills: Demonstrate your strong analytical skills by providing examples of how you've translated insights into actionable strategies. This will show your ability to stay ahead of market trends and client needs.
Highlight Qualifications: If you have qualifications in investment management or financial advice, make sure to highlight these prominently in your application. This will strengthen your candidacy for this key leadership role.
How to prepare for a job interview at BWD Search
✨Showcase Your Strategic Vision
As the Head of Proposition, you'll need to demonstrate your ability to drive strategy and innovation. Prepare examples of how you've successfully led propositions in the past, focusing on profitability and client satisfaction.
✨Stay Informed on Market Trends
Make sure you're up-to-date with the latest market trends and competitor activities. Discuss how you have previously adapted strategies based on market insights and client needs to shape competitive propositions.
✨Highlight Cross-Functional Leadership
This role requires collaboration across various teams. Be ready to share experiences where you've led cross-functional initiatives and influenced senior stakeholders to align strategy and execution effectively.
✨Demonstrate Regulatory Knowledge
Given the importance of compliance in wealth management, be prepared to discuss your understanding of UK regulatory requirements. Provide examples of how you've ensured that propositions meet these standards while delivering measurable value.
