At a Glance
- Tasks: Lead the development of client propositions in a dynamic investment firm.
- Company: Well-respected investment and wealth management firm based in London.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a collaborative team focused on continuous improvement and strategic growth.
- Why this job: Make a real impact on client experiences and shape innovative financial solutions.
- Qualifications: Experience in wealth management and strong project management skills required.
The predicted salary is between 80000 - 90000 £ 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 Management.
- 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 Edinburgh office)
Salary: £80,000 - £90,000
Contract: 6-month FTC
Senior Client Proposition Manager in Dunfermline employer: Rev & Regs
Rev & Regs is an exceptional employer, offering a vibrant work culture that fosters innovation and collaboration within the investment and wealth management sector. With a strong focus on employee growth, you will have access to continuous professional development opportunities while working in a hybrid model that balances flexibility with in-office engagement in Edinburgh. Join us to be part of a team that values client satisfaction and experience, ensuring your contributions directly impact our strategic objectives.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Proposition Manager in Dunfermline
✨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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company’s client propositions. Understand their market position and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate; you’re the one they’ve been looking for!
✨Tip Number 3
Practice your pitch! Be clear about what you bring to the table, especially in terms of managing client-facing propositions. Highlight your strategic thinking and problem-solving skills. We want to see you shine!
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Senior Client Proposition Manager in Dunfermline
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 explain how your skills align with our needs, especially around client satisfaction and proposition development. Be genuine and let your personality shine through!
Showcase Your Achievements:When detailing your experience, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate your impact, like improvements in client satisfaction or successful project completions.
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. Plus, it shows us you’re keen on joining our team!
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 thinking skills. Think of scenarios where you've successfully aligned propositions with client needs and market trends. Use data and insights to back up your ideas, showing that you can blend analytical thinking with practical execution.
✨Emphasise Client Experience
Client satisfaction is key in this role. Be prepared to talk about how you've previously designed propositions with the client experience in mind. Share examples of how you've gathered client insights and used them to shape your strategies.
✨Be Ready for Problem-Solving
Expect questions around managing live proposition issues. Prepare examples of challenges you've faced in past roles and how you resolved them. Highlight your proactive approach and ability to coordinate resources effectively to overcome obstacles.
