Strategic CRM Lead for Investments & Wealth in London

Strategic CRM Lead for Investments & Wealth in London

London Full-Time 63000 - 77000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead CRM strategy for a new investment proposition and manage the investor lifecycle.
  • Company: Join MoneySuperMarket, a leader in financial services innovation.
  • Benefits: Attractive salary, flexible working options, and opportunities for professional growth.
  • Other info: Be part of a dynamic team driving change in the financial sector.
  • Why this job: Shape the future of investments while making a real impact on customer experiences.
  • Qualifications: Proven CRM expertise and understanding of investor behaviour in regulated environments.

The predicted salary is between 63000 - 77000 £ per year.

Money Super Market is seeking a Senior CRM Manager – Investments & Wealth to lead the CRM strategy for a new investment proposition in the UK.

You will own the end-to-end investor lifecycle from acquisition and onboarding through activation, retention and long-term value growth.

The role requires deep CRM expertise, a strong understanding of investor behaviour, and experience with regulated financial services communications and lifecycle management.

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Strategic CRM Lead for Investments & Wealth in London employer: MONY Group plc

MONY Group plc is an exceptional employer, offering a dynamic work environment in Greater London where innovation and collaboration thrive. With a strong focus on employee growth, we provide competitive benefits, including generous holiday allowances and pension contributions, alongside ample opportunities for professional development. Join us to lead a high-performing team in the Motor channel and make a meaningful impact in the Insurance industry.

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Contact Details:

MONY Group plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Strategic CRM Lead for Investments & Wealth in London

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 MONY Group plc. 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 Strategic CRM Lead for Investments & Wealth in London

CRM Strategy Development
Investor Lifecycle Management
Acquisition and Onboarding
Activation and Retention Strategies
Long-term Value Growth
Understanding of Investor Behaviour
Regulated Financial Services Communications

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 MONY Group plc.

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 MONY Group plc'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 MONY Group plc

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 MONY Group plc.

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 MONY Group plc 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 MONY Group plc 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.