To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services.
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. Response to customer inquiries, resolution of issues, and provision of guidance on product usage. Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content. Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. Participation in events, conferences and other networking opportunities to showcase the product and generate interest.
Vice President expectations and senior leadership responsibilities: to contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and elevate breaches of policies/procedures. If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance and contribute to employee pay decisions and changes. Lead specialists to influence department operations, balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. Demonstrate leadership behaviours to create an environment for colleagues to thrive. Core behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others. Or, as an individual contributor, act as a subject matter expert, guide technical direction, lead multi‑year assignments, train and coach less experienced specialists, provide information influencing long term profits, organisational risks and strategic decisions. Advise key stakeholders, manage and mitigate risks, demonstrate accountability for strengthening controls and governance, collaborate with other areas to align business strategies, create solutions based on sophisticated analysis, and build trusting relationships with stakeholders.
Some other highly valued skills may include:
This role is based in Bournemouth. This role is deemed a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.