At a Glance
- Tasks: Lead the development of client propositions that meet diverse needs and enhance client satisfaction.
- Company: Dynamic investment and wealth management firm in London with a strong reputation.
- 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 by shaping client experiences in a leading financial services firm.
- Qualifications: Experience in wealth management, strong project management skills, and strategic thinking.
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 London office)
Salary: £80,000 - £90,000
Contract: 6-month FTC
Senior Client Proposition Manager in Paisley 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 learning opportunities and the chance to make a meaningful impact on client propositions. Located in London, the hybrid working model allows for a balanced work-life integration while being part of a dynamic team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Proposition Manager in Paisley
✨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 recent projects and client propositions. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with their needs, especially around client satisfaction and proposition development. Tailor your examples to highlight your strategic thinking and problem-solving skills.
✨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 Paisley
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 outlined 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 Strategic Thinking:In your application, demonstrate your ability to think strategically while executing operational tasks. We want to see how you’ve successfully managed projects and resolved issues in past positions, especially in financial services.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows 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 client propositions that the company currently offers. Understand how they align with client needs and market trends. This will not only show your interest but also allow you to discuss how your experience can enhance their offerings.
✨Showcase Your Strategic Thinking
Be prepared to discuss specific examples from your past roles where you've successfully developed and managed client-facing propositions. Highlight your strategic thinking and how it led to improved client satisfaction or business growth. Use metrics to back up your claims!
✨Understand the Market Landscape
Research the investment and wealth management landscape, including competitors and emerging trends. Bring insights to the table during your interview about how the firm can improve its market positioning. This demonstrates your proactive approach and industry knowledge.
✨Emphasise Collaboration Skills
Since the role involves working closely with various teams, be ready to share examples of how you've successfully collaborated in the past. Discuss how you’ve resolved issues and streamlined processes, showcasing your leadership and problem-solving skills.
