At a Glance
- Tasks: Lead the development of innovative client propositions in a dynamic investment firm.
- Company: 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 innovation.
- Why this job: Make a real impact on client experiences and shape future investment strategies.
- 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 Livingston 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 Livingston
✨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 and its 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 your value proposition and how you can enhance their client-facing offerings. Role-play with a friend or use online resources to refine your delivery. Confidence is key when landing that senior role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that dream job together!
We think you need these skills to ace Senior Client Proposition Manager in Livingston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Client Proposition Manager. Highlight your experience in wealth management and any relevant projects you've led that align with the responsibilities mentioned in 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 examples of how you've developed client-facing propositions and improved client satisfaction in your previous roles.
Showcase Your Skills:Don’t forget to highlight your project management skills and any technical qualifications you have. We want to see how you can guide strategic investments and enhance client experiences, so make those skills pop!
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 ensures you don’t miss out on any important updates from us!
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 claims, showing that you can make informed decisions based on client segmentation and market analysis.
✨Highlight Your Leadership Skills
As a Senior Client Proposition Manager, you'll need to lead teams and resolve issues effectively. Share examples of how you've managed cross-functional teams or third-party suppliers to achieve objectives. Emphasise your ability to champion lean processes and continuous improvement.
✨Understand the Market Landscape
Familiarise yourself with the competitive landscape in wealth management. Be prepared to discuss how you would conduct market scanning and benchmarking to ensure fair value for clients. Showing awareness of competitors and industry trends will demonstrate your proactive approach to proposition development.
