At a Glance
- Tasks: Lead data-driven strategies for optimising Savings portfolio performance.
- Company: Dynamic financial services firm with a focus on innovation.
- Benefits: Competitive salary, 25 days holiday plus your birthday off, and hybrid working.
- Other info: Join a supportive team with excellent career growth opportunities.
- Why this job: Make a real impact on product strategy and customer experience in a thriving environment.
- Qualifications: Experience in UK Savings products and strong analytical skills required.
The predicted salary is between 60000 - 75000 £ per year.
As a Senior Manager Portfolio Strategy, you will be responsible for developing and managing data-driven product, pricing and promotional strategies to optimise the performance of the Savings portfolio. You will lead the development of pricing and planning models to ensure decision-making is fully informed by all available organisational data, and that portfolio strategy reflects both customer behaviour and market dynamics. You will play a central role in forecasting, planning and strategic change activity across the savings product suite.
Key Responsibilities
- Develop and own the Savings Pricing Strategy, including pricing models and governance alignment.
- Build and enhance data-driven pricing and forecasting models to support robust commercial and portfolio decision-making.
- Lead the Savings planning and forecasting process, developing assumptions based on market capacity, seasonality and portfolio data.
- Partner with finance and financial planning to translate assumptions into balance sheet and margin projections.
- Integrate savings funding and liquidity assumptions into the wider funding plan, supporting regulatory reporting.
- Support product, pricing and strategic change initiatives across the Savings portfolio, including new product development and service improvements.
Skills, Knowledge & Expertise
- Experience in UK Savings products, with a strong understanding of ILAAP and FTP frameworks and their application in commercial decision-making.
- Strong commercial acumen, with the ability to assess the financial impact of pricing, product and strategic decisions.
- Excellent stakeholder management and communication skills, including the ability to produce clear reports and present to Executive Committee-level audiences.
- Strong analytical capability, with experience interpreting and combining internal and external data to support insight-led decision-making.
- Proficient in MS Office and/or Google Workspace tools, with strong capability in data analysis and reporting.
Job Benefits
- Competitive salary
- 25 days holiday PLUS your BIRTHDAY off
- Pension contribution with Royal London
- Life Assurance
- Private medical, dental and optical health insurance with Axa
- Hybrid working
- Free breakfast available
Senior Manager, Portfolio Strategy in Wrexham employer: Chetwood Bank
Join a forward-thinking organisation that values data-driven decision-making and fosters a collaborative work culture. As a Senior Manager in Portfolio Strategy, you will benefit from competitive salaries, generous holiday allowances including your birthday off, and comprehensive health insurance, all while enjoying the flexibility of hybrid working. With a strong focus on employee growth and development, this role offers a unique opportunity to influence strategic initiatives within the Savings portfolio in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, Portfolio Strategy in Wrexham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Chetwood Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Manager, Portfolio Strategy in Wrexham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Chetwood Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Chetwood Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Chetwood Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Chetwood Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Chetwood Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Chetwood Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
