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- 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 Slough 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 Slough
✨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’s Wealth proposition. Understand their products and services inside out, and think about how you can contribute to enhancing their customer experience.
✨Tip Number 3
Showcase your data-driven mindset! Be ready to discuss how you've used customer insights in past roles to shape propositions. This will demonstrate your alignment with the role's focus on research-led decision-making.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior UK Wealth Proposition Manager in Slough
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 sprinkle in some of that commercial savvy 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 Wealth Management and how your skills align with our mission. Be sure to mention any relevant insights or experiences that showcase your understanding of UK investor types.
Showcase Your Data Skills: Since we value data-driven decision-making, make sure to highlight your experience with customer insights and analytics. Share examples of how you’ve used data to shape strategies or improve client experiences in the past.
Apply Through Our Website: We want to hear from you! Make sure to submit your application through our website. It’s the best way for us to keep track of 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 influenced multiple business areas or collaborated with cross-functional teams. Highlight your communication skills and how you’ve navigated complex relationships.
✨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 you see for enhancement.