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For Companies At a Glance
- Tasks: Shape and evolve a market-leading Wealth customer proposition across products and services.
- Company: 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 or Investment Management and strong stakeholder management skills.
- Other info: Collaborative environment with opportunities to work with senior leaders.
The predicted salary is between 70000 - 90000 ÂŁ 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 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 London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its Wealth proposition. Understand their products and services inside out, and think about how your experience aligns with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, use specific instances where you’ve driven customer insights or shaped propositions. This will demonstrate your expertise and make your application memorable.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Senior UK Wealth Proposition Manager in 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, and don’t forget to showcase your understanding of UK investor types and Wealth Management products.
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 how you've influenced strategic decisions in previous roles.
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 want to see how you've used data to shape propositions and improve client experiences.
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 ensure it gets the attention it deserves!
How to prepare for a job interview at Meredith Brown Associates
✨Know Your Wealth Stuff
Make sure you brush up on your knowledge of Wealth Management products and services. Understand the different UK investor types and be ready to discuss how you can shape a compelling customer proposition based on that insight.
✨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 the past. Be ready to talk about how you’ve structured and interpreted data to influence strategic decisions.
✨Show Off Your Stakeholder Skills
This position requires strong stakeholder management abilities. Think of specific instances where you've successfully influenced multiple business areas. Highlight your collaborative approach and how you’ve navigated complex team dynamics.
✨Stay Ahead of the Game
Familiarise yourself with current industry trends, regulatory changes, and competitive dynamics in Wealth Management. Be prepared to discuss how these factors could impact the customer experience and what opportunities they might present for enhancement.