At a Glance
- Tasks: Enhance client propositions and lead governance to improve outcomes and performance.
- Company: Leading wealth management firm in London with a focus on innovation.
- Benefits: Competitive salary, career development, and a dynamic work environment.
- Other info: Join a fast-paced team dedicated to continuous improvement and client success.
- Why this job: Make a real impact in wealth management while working with senior leaders.
- Qualifications: Experience in proposition management and strong analytical skills required.
The predicted salary is between 80000 - 100000 € per year.
Responsibilities
- Partner with senior leaders to enhance the proposition to improve client outcomes, competitiveness and commercial performance.
- Lead proposition governance and run the Proposition Governance Committee, including drafting and presenting key papers.
- Maintain an end-to-end, client-centred proposition that delivers fair value and prevents foreseeable harm.
- Build effective relationships across operations, finance, compliance, commercial and risk functions.
- Own reporting of fair value metrics and Consumer Duty outcomes; produce the annual holistic Client Fair Value Assessment.
- Oversee vulnerable client outcomes across the proposition.
- Analyse complex data to inform proposition decisions and act as a trusted adviser to senior stakeholders.
- Ensure clear market positioning aligned to corporate strategy.
- Develop enhanced proposition MI and reporting to identify risks, escalate issues and mitigate client harm swiftly.
- Track industry trends, competitor activity and regulatory change; lead impact assessments and oversee action closure.
- Ensure compliance with evolving regulation and internal governance frameworks.
- Manage third-party and outsourced service provider relationships end to end.
- Lead and develop a small team, fostering high standards and continuous improvement.
- Prioritise multiple initiatives in a fast-moving environment.
Requirements
- Proven end-to-end proposition management and oversight experience within wealth management.
- Strong knowledge of the UK wealth and asset management market and regulatory environment, with a focus on the Consumer Duty.
- Deep understanding of mass-affluent financial planning products, client advice journeys, governance and reporting.
- Commercially astute with strong analytical capability.
- Experienced in preparing board-level papers and presenting to C-suite/governance committees.
- Track record of leading and developing teams in a fast-paced setting.
- Excellent communication and stakeholder management skills.
- Skilled at interpreting complex data to support critical decisions.
- Awareness of key competitors and wider industry developments.
Proposition / Governance / Regulatory Senior Manager , Wealth Manager, London - eFinancialCareers employer: eFinancialCareers
As a leading wealth manager based in London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our commitment to enhancing client outcomes is matched by our dedication to providing our team with robust training opportunities, competitive benefits, and a collaborative environment where innovative ideas thrive. Join us to be part of a forward-thinking organisation that values your contributions and supports your career aspirations in the heart of one of the world's financial capitals.
StudySmarter Expert Advice🤫
We think this is how you could land Proposition / Governance / Regulatory Senior Manager , Wealth Manager, London - eFinancialCareers
✨Tip Number 1
Network like a pro! Reach out to connections in the wealth management sector, especially those who know the ins and outs of proposition governance. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by diving deep into the company's values and recent projects. Show them you’re not just another candidate; you’re someone who understands their mission and can contribute to enhancing client outcomes.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
Check out our website for the latest job openings! We regularly update our listings, so you’ll want to keep an eye out for roles that match your skills in proposition management and governance.
We think you need these skills to ace Proposition / Governance / Regulatory Senior Manager , Wealth Manager, London - eFinancialCareers
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in proposition management and governance. We want to see how your skills align with the responsibilities outlined in the job description, so don’t hold back!
Showcase Your Analytical Skills:Since the role involves analysing complex data, be sure to include examples of how you've used data to inform decisions in your previous roles. We love seeing candidates who can turn numbers into actionable insights!
Highlight Team Leadership Experience:If you’ve led teams before, share those experiences! We’re looking for someone who can foster high standards and continuous improvement, so let us know how you’ve developed and motivated your team in the past.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at eFinancialCareers
✨Know Your Proposition Inside Out
Make sure you thoroughly understand the company's proposition and how it aligns with client outcomes. Be ready to discuss how you can enhance this proposition and improve competitiveness, as this will show your commitment to their goals.
✨Prepare for Governance Discussions
Since you'll be leading the Proposition Governance Committee, brush up on governance frameworks and be prepared to discuss how you would draft and present key papers. Think about examples from your past experience that demonstrate your ability to manage governance effectively.
✨Showcase Your Analytical Skills
Be ready to talk about how you've used data to inform decisions in previous roles. Prepare specific examples where your analytical capabilities led to improved client outcomes or risk mitigation, as this is crucial for the role.
✨Build Relationships Before You Even Start
Think about how you would build effective relationships across various functions like operations, finance, and compliance. During the interview, share your strategies for fostering collaboration and managing stakeholder expectations, as this will highlight your team leadership skills.
