At a Glance
- Tasks: Lead the development of innovative client propositions in wealth management.
- Company: Dynamic investment and wealth management firm in London.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a collaborative team focused on continuous improvement and client satisfaction.
- Why this job: Make a real impact by shaping client experiences and driving strategic initiatives.
- 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. Proposition development should be conceived at both individual and portfolio level.
- 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.
- 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.
- 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)
Senior Client Proposition Lead - Wealth Management (Hybrid) 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. Employees benefit from a hybrid working model, allowing for flexibility while being part of a dynamic team in London and Edinburgh, with ample opportunities for professional growth and development. The firm prioritises client satisfaction and experience, ensuring that every team member plays a crucial role in shaping meaningful client propositions that resonate across diverse market segments.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Proposition Lead - Wealth Management (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its client propositions. Understand their values and how they align with your experience. This will help you tailor your responses and show them you're the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you land that Senior Client Proposition Lead role. Keep an eye on our listings and make sure you're one of the first to apply!
We think you need these skills to ace Senior Client Proposition Lead - Wealth Management (Hybrid)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Proposition Lead role. Highlight your experience in wealth management and any relevant projects you've led. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you the perfect fit. We love seeing genuine enthusiasm for what we do.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use metrics where possible to demonstrate your impact in previous roles. We appreciate candidates who can quantify their success.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications 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 propositions in your previous roles.
✨Showcase Your Market Awareness
Stay updated on market trends and competitor strategies in wealth management. Bring insights to the table during your interview that demonstrate your understanding of the industry landscape and how it impacts client needs and satisfaction.
✨Demonstrate Leadership Skills
Prepare to share examples of how you've led teams or projects in the past. Highlight your problem-solving abilities and how you've managed bottlenecks in proposition delivery. This will show that you're not just a strategist but also someone who can execute effectively.
✨Emphasise Client-Centric Thinking
Be ready to discuss how you've prioritised client experience in your previous roles. Share specific instances where you've used client insights to shape propositions, ensuring they align with client expectations and needs.
