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- Tasks: Lead strategic development of investment propositions and manage complex projects in portfolio services.
- Company: Join a leading wealth management firm with a focus on innovation and client solutions.
- Benefits: Competitive salary, professional growth opportunities, and a dynamic work environment.
- Why this job: Shape the future of investment services and make a real impact in wealth management.
- Qualifications: Deep knowledge of portfolio management and proven experience in product development.
- Other info: Collaborate with diverse teams and engage with industry experts for continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Join us as a Discretionary and Advisory Portfolio Service Offering Manager. We’ll look to you to contribute to the strategic development and delivery of the IP&S product offer within the Client Solutions function, shaping a compelling investment proposition that meets the evolving needs of all client segments across our Group.
You’ll play a leading role shaping our approach to discretionary and advisory product management, thinking end to end about the needs of our customers, and designing our proposition. You’ll operate as a recognised expert, advising senior stakeholders on complex investment and propositional matters. This is a chance to own the delivery of the business plan for the advisory and discretionary offering, including oversight of key performance indicators and strategic milestones.
What you’ll do:
- Help formulate and lead the strategic direction of the IP&S discretionary and advisory portfolio services, ensuring alignment with broader business objectives and client needs.
- Lead on critical design choices across product ranges, portfolio solutions, and risk profiles, ensuring differentiation and competitiveness.
- Provide expert advice on complex investment and propositional issues, influencing senior stakeholders and shaping strategic decisions.
- Engage with Offering team colleagues to drive development and iteration of the entire IP&S product suite, collaborating with multi-disciplinary teams to deliver major change initiatives.
- Lead complex, strategic projects across the IP&S platform, including product innovation and market expansion.
- Act as a recognised industry expert, representing our Group in external forums where appropriate.
- Drive continuous improvement through benchmarking, competitor analysis, and client insight, ensuring the proposition remains market-leading.
- Collaborate with FLOD or SLOD and other control functions to ensure robust governance and risk management across the offering lifecycle.
- Ensure strategic and operational integration of activities across client segments and business units, working closely with other managers and stakeholders.
- Manage a team of specialists responsible for delivering key components of the investment proposition and platform strategy.
The skills you’ll need:
- Deep knowledge of portfolio management services within wealth management, with the ability to shape and influence strategic direction.
- Strong understanding of the UK Wealth Management market, including regulatory frameworks, competitive dynamics, and emerging trends.
- Proven experience leading the product management/development of discretionary and advisory investment propositions across multiple client segments.
- The ability to advise senior stakeholders on complex investment and propositional matters, acting as a recognised subject matter expert.
- Experience in formulating and delivering strategic business plans, including collaborating with multi-disciplinary teams and overseeing large-scale initiatives.
- A strong track record of working across diverse teams and functions to ensure strategic and operational integration of investment offerings.
Discretionary and Advisory Portfolio Service Offering Manager in City of Westminster employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Discretionary and Advisory Portfolio Service Offering Manager in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to industry contacts and attend relevant events. 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 products. Understand their discretionary and advisory services inside out, so you can showcase how your expertise aligns with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience in portfolio management can drive their strategic goals. Confidence is key, so rehearse until it feels natural.
✨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 joining our team.
We think you need these skills to ace Discretionary and Advisory Portfolio Service Offering Manager in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Discretionary and Advisory Portfolio Service Offering Manager. Highlight your experience in portfolio management services and any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects or experiences that demonstrate your ability to lead strategic initiatives and influence stakeholders.
Showcase Your Expertise: Don’t shy away from showcasing your deep knowledge of the UK Wealth Management market. Include examples of how you've navigated regulatory frameworks and competitive dynamics 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 ensure it gets the attention it deserves!
How to prepare for a job interview at NatWest Group
✨Know Your Portfolio Management Inside Out
Make sure you brush up on your knowledge of portfolio management services, especially within wealth management. Be prepared to discuss how you can shape and influence strategic direction based on your understanding of the UK Wealth Management market.
✨Showcase Your Strategic Thinking
During the interview, highlight your experience in formulating and delivering strategic business plans. Use specific examples to demonstrate how you've collaborated with multi-disciplinary teams to oversee large-scale initiatives and ensure alignment with broader business objectives.
✨Prepare for Complex Investment Discussions
Expect to advise on complex investment and propositional matters. Brush up on recent trends and regulatory frameworks, and be ready to discuss how you would approach these topics with senior stakeholders, showcasing your expertise and confidence.
✨Demonstrate Your Leadership Skills
As a potential manager, it's crucial to convey your ability to lead teams effectively. Share examples of how you've managed specialists in the past, focusing on how you drove development and iteration of product offerings while ensuring robust governance and risk management.
