At a Glance
- Tasks: Lead the development of client propositions in a dynamic investment firm.
- Company: Well-respected investment and wealth management firm in London.
- Benefits: Hybrid work model, competitive salary, and professional growth opportunities.
- 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 60000 - 80000 € 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 London office)
Contract: 6-month FTC
Senior Client Proposition Manager in London employer: Rev & Regs
Rev & Regs is an exceptional employer, offering a dynamic work environment in the heart of London that fosters innovation and collaboration. With a strong focus on employee growth and development, team members are encouraged to take ownership of their projects while benefiting from a culture that values client satisfaction and continuous improvement. The hybrid working model allows for flexibility, ensuring a healthy work-life balance while being part of a well-respected investment and wealth management firm.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Proposition Manager in 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. 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 think about how you can contribute to their strategy. Tailor your responses to show how your experience aligns with their needs.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to discuss specific examples where you've managed live proposition issues or improved processes. This will demonstrate your proactive approach and ability to drive continuous improvement.
✨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 genuinely interested in joining our team and contributing to our mission.
We think you need these skills to ace Senior Client Proposition Manager in London
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 tell us 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 Problem-Solving Skills:We love proactive problem-solvers! In your application, share instances where you've successfully navigated challenges in proposition development or project management. This will show us your ability to lead and resolve issues effectively.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
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 the business's goals. 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 proactive approach.
✨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.
