Propositions Manager

Description:

Nedbank Private Wealth is looking for a Propositions Manager to join their Client Innovation Team on a permanent basis. This is a key role that ensures the bank's products meet the evolving needs of clients while maintaining compliance with regulations. The role is responsible for overseeing all documentation sent to clients, ensuring it meets both internal and external standards, and implementing the bank’s delivery strategy.

This position will involve close collaboration with multiple teams, including compliance, operations, and marketing, to ensure that the bank’s propositions are up to date, well-designed, and aligned with client needs. The Propositions Manager will also be responsible for delivering in-depth product reviews, making necessary updates to product pricing and documentation, and supporting the growth strategy of Nedbank Private Wealth.

Key Responsibilities:

• Implement the bank’s client output strategy (digital vs manual), working with digital and change teams.

• Maintain overall control of the entire suite of client documentation for existing and prospective clients.

• Collaborate with operational and compliance teams to ensure accuracy, relevance, and design of documents.

• Work with marketing teams to ensure client output aligns with the bank's branding.

• Regularly review client output for compliance with internal, regulatory, and Consumer Duty requirements.

• Conduct annual product reviews, especially on pricing, and propose updates to the Tariff.

• Update Terms and Conditions (T&Cs) and ensure correct implementation of changes.

• Co-produce the Consumer Duty Dashboard, tracking metrics and ensuring compliance.

• Respond to regulatory changes, in collaboration with the Compliance team.

• Support the development of third-party products/services and overall proposition strategy.

• Work with front-office teams to enhance the client proposition and support business growth.

• Travel as necessary and stay informed about relevant policies and procedures.

Qualifications:

• Ideally degree-educated or equivalent qualifications preferred.

Skills and Experience:

• Proven experience in a product, proposition, or governance role.

• Strong knowledge of financial services products (investment management, financial planning, lending, banking).

• Solid understanding of regulatory environments in the UK, Isle of Man, and Jersey.

• Excellent strategic and tactical awareness, contributing to the bank's development planning.

• Experience working in a high-net-worth client environment.

What We Offer:

• Competitive salary and benefits.

• Clear career progression and opportunities for personal growth.

• A collaborative and inclusive work environment.