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For Companies At a Glance
- Tasks: Shape and evolve a market-leading Wealth customer proposition across products and services.
- Company: A leading UK financial services firm focused on customer-centric solutions.
- Benefits: Competitive salary, professional development, and the chance to influence strategic decisions.
- Why this job: Make a real impact on client experiences in a high-impact, strategic role.
- Qualifications: Extensive experience in Wealth Management and strong stakeholder management skills.
- Other info: Collaborative environment with opportunities to work with senior leaders.
The predicted salary is between 70000 - 90000 £ per year.
A leading UK financial services firm is seeking a highly skilled and knowledgeable Wealth Proposition Manager to help to shape, build, and continually evolve a market-leading Wealth customer proposition. This is a high-impact, strategic role working across Wealth products, services, digital channels, and customer insight to deliver a best-in-class client experience.
Role & Responsibilities
- Oversee the end-to-end Wealth customer experience, collaborating across Product, Service, Operations, and front-line teams.
- Design, implement and maintain a compelling, integrated Wealth customer proposition across all products and services.
- Work closely with Customer Insights teams to embed data-driven, research-led decision-making.
- Develop the commercial and revenue model underpinning the Wealth proposition.
- Partner with analytics colleagues to build a detailed, data-led client segmentation model.
- Own pricing strategy and pricing disclosures throughout the customer journey.
- Act as Subject Matter Expert for Wealth onboarding, driving a unified onboarding vision.
- Shape customer-facing materials and digital experiences in partnership with marketing and product teams.
- Monitor industry trends, regulatory change and competitive dynamics to identify opportunities for enhancement.
- Represent Proposition Team priorities across delivery teams (CRM, digital, onboarding, etc.).
- Ensure alignment with the firm’s broader UK and Group-level strategic proposition.
Skills & Experience
- Extensive experience in customer proposition, product, or service development within Wealth or Investment Management.
- Strong understanding of UK investor types and Wealth Management products/services.
- Experience collecting, structuring, and interpreting customer insights.
- Commercially astute with deep knowledge of Wealth Management financial drivers.
- Ability to use data to support recommendations and strategic decisions.
- Skilled stakeholder manager with the ability to influence across multiple business areas.
- Strong understanding of regulatory requirements, including Consumer Duty.
- Excellent communication and presentation skills.
- Collaborative, team-oriented, and confident operating independently under pressure.
This is a rare opportunity to play a central role in shaping a unified Wealth proposition for a respected, customer-centric company. You will work with senior leaders, influence strategic decision-making, and drive meaningful improvements to client experiences and outcomes.
Senior UK Wealth Proposition Manager in City of London employer: Meredith Brown Associates
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior UK Wealth Proposition Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to connections in the financial services sector, especially those who work in Wealth Management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its Wealth proposition. Understand their products and services inside out, so you can showcase how your experience aligns with their goals.
✨Tip Number 3
Don’t just wait for job alerts! Regularly check our website for new opportunities. We often post roles that might not be advertised elsewhere, giving you a head start.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that shows your enthusiasm for the role and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Senior UK Wealth Proposition Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Wealth Proposition Manager. Highlight your experience in customer proposition and product development, especially within Wealth or Investment Management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about shaping a market-leading Wealth customer proposition. Share specific examples of your past successes and how they relate to the responsibilities outlined in the job description.
Showcase Your Data Skills: Since this role involves a lot of data-driven decision-making, make sure to highlight your experience with customer insights and analytics. We love seeing how you've used data to influence strategy and improve client experiences in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to shape our Wealth proposition!
How to prepare for a job interview at Meredith Brown Associates
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of UK investor types and Wealth Management products. Be ready to discuss how your experience aligns with the role and how you can contribute to shaping a market-leading Wealth customer proposition.
✨Data is Your Best Friend
Since this role involves a lot of data-driven decision-making, come prepared with examples of how you've used customer insights in previous roles. Think about specific instances where your data analysis led to successful outcomes or improvements.
✨Show Off Your Stakeholder Skills
This position requires strong stakeholder management abilities. Prepare to share stories that highlight your experience in influencing and collaborating with various teams. Think about how you’ve navigated complex relationships to achieve a common goal.
✨Stay Ahead of Industry Trends
Familiarise yourself with current industry trends, regulatory changes, and competitive dynamics in Wealth Management. Being able to discuss these topics will show that you're proactive and genuinely interested in the field, which is crucial for this strategic role.