Investec
Contract Senior Product & Proposition SME
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Contract Senior Product & Proposition SME
6-Month Contract | Wealth Proposition | Outside IR35 | Market Rate | Hybrid working
Investec is progressing a significant growth agenda within its UK Private Client franchise to deliver our ambition to scale a high-touch, advice-led proposition that combines private banking, wealth capabilities, digital access and the wider One Investec ecosystem. As part of this, the business is developing a broader UK Wealth proposition that will require robust, client-centred operational foundations across onboarding, servicing, fulfilment, controls and governance.
The role will focus on pricing, client journeys, service design, playbooks and requirements that make the proposition operationally deliverable. This is a rare opportunity for an experienced contractor with wealth management experience to shape the proposition architecture of a new UK Wealth business inside an established financial services organisation. You will work closely with senior stakeholders across proposition, operations, platforms and governance, helping define the client experience, commercial structure and business requirements needed to support launch.
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What you will be doing
- Shape and document proposition artefacts that translate the Wealth Formation strategy into practical business requirements.
- Define client journeys, proposition playbooks, service designs and operating requirements for the new Private Client Wealth offering.
- Work with senior stakeholders to refine proposition design across client experience, pricing, service model, eligibility, onboarding and servicing needs.
- Translate High Net Worth client needs into clear proposition requirements, ensuring the design is commercially credible and operationally executable.
- Produce proposition packs, journey documentation, requirements packs and governance inputs for programme review and approval.
- Partner with operations, platforms and governance teams to ensure proposition decisions can be supported by processes, controls and delivery plans.
- Identify proposition gaps, commercial trade-offs, client outcome considerations and areas requiring senior decision.
- Support launch readiness by ensuring the proposition is clearly documented, internally understood and ready to be embedded into delivery activity.
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What we are looking for
- Deep UK wealth management, private banking or investment proposition experience, ideally with exposure to High Net Worth client segments.
- Strong product and proposition leadership background, with the ability to move from strategic concept to executable business design.
- Experience creating proposition artefacts, playbooks, pricing inputs, client journey documentation, service designs and requirements packs.
- Strong commercial awareness, with a practical understanding of revenue models, client segmentation, service expectations and market positioning.
- Good understanding of the UK Wealth and Private Client market, including client needs, competitor positioning and regulated delivery considerations.
- Ability to work credibly with senior stakeholders across proposition, distribution, operations, platforms, governance and control functions.
- Skilled at simplifying complex proposition thinking into clear, delivery-ready documentation.
- Contractor mindset, combining subject matter expertise, pace, pragmatism and a strong focus on client outcomes.
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