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Head of Propositions – HNW / UHNW

Salary Competitive
Type Permanent
Location Birmingham
Sectors Investment & Middle Office
UK & Regional
Job Reference UK01/SXA/28577
Contact Sorina Anastasiu
Date posted 12-04-2018

If you have product / proposition design and management experience and are looking for the next challenge, apply now for this rare opportunity to join a prestigious Wealth Management institution as Head of Propositions. This is a fantastic opportunity to progress your career in a fast paced, diverse role. The role will be based in Birmingham.

As Head of Propositions, you will be responsible for the management of customer insight and analytics to develop growth opportunities and customer propositions.

Key Responsibilities

• HNW / UHNW customer portfolio management and performance management
• Analyse data and insight across various customer propositions and products
• Develop and manage initiatives that support differentiation
• Manage existing proposition and design new propositions
• Map processes and analyse customer data to develop propositions
• Analyse and present on the success / profitability of propositions
• Manage a team of 5+
• SME for International and UK distribution for sales, legal and compliance policy
• Business contact for enquires related to non-resident clients
• Manage risks related to International sales and marketing
• Manage cross border sales and marketing policy design and maintenance

Skills and Expertise

• Strong knowledge of HNW / UHNW customers
• Experience in designing & managing Wealth Management or Retail Banking product / proposition offerings
• Retail Banking / Wealth Management / Asset Management background
• Experience in making strategic business decisions, planning and forecasting
• Strong communication & relationship management skills
• Ability to negotiate and influence internal and external stakeholders
• Understand analytics and customer insight and how to use these

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Contact Sorina about this job

Associate, Consultant