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- Tasks: Lead the development of client propositions that meet diverse needs and enhance client experience.
- Company: Dynamic investment and wealth management firm in London with a strong reputation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by shaping client experiences in a leading financial services firm.
- Qualifications: Experience in wealth management, strong project management skills, and strategic thinking.
- Other info: 6-month fixed term contract with a focus on continuous improvement and innovation.
The predicted salary is between 50000 - 70000 £ per year.
Rev & Regs are seeking a Senior Client Proposition Manager to work for a dynamic and well-respected investment and wealth management firm in London. This is a 6-month fixed term contract.
You will support client proposition activity within the business aligned with Group strategy, including design, development, delivery and ongoing ownership. Ensure client need, satisfaction and experience are key components of future proposition development.
Responsibilities:
- Manage the development and deployment of a range of client facing propositions that are calibrated to meet multiple client needs recognising life-stage, investment risk appetite and channel preferences.
- Ongoing ownership of specific propositions, including periodic review, KPI monitoring (commercial, client, risk, conduct), utilisation and alignment to client segmentation strategy.
- Market scanning and reporting in place to improve benchmarking for fair value; VFM for clients; total costs to client; competitor awareness; business leadership knowledge and decision making.
- Ongoing consideration of new analysis tools, e.g. behavioural economics.
- Proposition choice criteria to include client insights, brand, channel/target market, marketing strategy.
- Client and User Experience design standards that deliver against brand, client expectations and proposition promises recognising the businesses blend of human and digital contact points.
- Show leadership in managing and resolving live proposition issues, coordinating resource to ensure bottlenecks and problems are escalated and resolved.
- Work closely with teams across group to ensure processes are lean, efficient and support growth.
- Management of 3rd party suppliers/contractors. Ensure they are engaged and committed to supporting our objectives, and that actions are delivered in a timely fashion.
- Champion lean processes and continuous improvement across proposition delivery.
Experience:
- Relevant business experience, preferably in Wealth and/or Asset Mgmt.
- Proven track record in senior proposition or strategy roles within wealth management having track record to design, develop, and own client-facing propositions.
- Technical background in financial services.
- Demonstrated ability to guide strategic investments and enhancements.
- Professional investment qualification, BA/MBA desirable.
- Strong project management skills and proactive problem-solver with a bias for action and continuous improvement.
- Ability to consolidate facts and produce credible recommendations.
- Outline knowledge of investment vehicles and investment markets.
- A sound understanding of the investment process.
- Strategic thinking with operational execution with broad understanding of settlement and operational processes.
Location: Hybrid (2 days per week in London office)
Contract: 6-month FTC
Senior Client Proposition Manager in City of London employer: Rev & Regs
Contact Detail:
Rev & Regs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Proposition Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment and wealth management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its client propositions. Understand their market position and be ready to discuss how your experience aligns with their needs. We want you to show them you’re not just another candidate, but the perfect fit for their team!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your past successes in proposition management and how they relate to the role. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to remind them why you’re the right choice for the Senior Client Proposition Manager role.
We think you need these skills to ace Senior Client Proposition Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Proposition Manager role. Highlight your relevant experience in wealth management and any specific projects that showcase your ability to design and develop client-facing propositions.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Use it to demonstrate your understanding of client needs and how your background aligns with our goals at StudySmarter.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love proactive problem-solvers, so share instances where you've improved processes or resolved issues effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Rev & Regs
✨Know Your Propositions
Before the interview, dive deep into the company's client propositions. Understand their current offerings and think about how you can enhance them. Be ready to discuss specific examples of how you've developed or improved client-facing propositions in your previous roles.
✨Showcase Your Strategic Thinking
Prepare to demonstrate your strategic mindset. Think about how you would align client needs with business objectives. Bring examples of how you've successfully managed projects that required both strategic planning and operational execution.
✨Understand Market Trends
Stay updated on the latest trends in wealth and asset management. Be prepared to discuss how these trends could impact the firm's propositions. Showing that you can scan the market and provide insights will highlight your value as a candidate.
✨Emphasise Collaboration Skills
This role requires working closely with various teams. Prepare examples that showcase your ability to collaborate effectively, manage third-party suppliers, and resolve issues. Highlight any experience you have in leading cross-functional teams to achieve common goals.