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Senior Product & Proposition SME
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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- 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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