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Investment Propositions Director
1 week ago
This Senior Savings Strategist position plays a crucial role in creating long-term savings and investment propositions that cater to the diverse needs of our customers.
Key Accountabilities- Work closely with the Product Management team to design and develop new propositions that meet customers' evolving needs.
- Develop effective communication plans to promote new propositions and enhance customer engagement.
- Collaborate with cross-functional teams to design and implement innovative solutions that address customers' long-term financial needs.
- Identify opportunities to enhance customer experience through personalized solutions and exceptional service.
- Manage budgets and resources effectively to ensure successful proposition delivery.
- Implement robust risk management practices to mitigate potential risks and ensure compliance with regulatory requirements.
- Bachelor's degree in business, marketing or a related field.
- Minimum 5 years' experience in product management and/or product/solutions design, preferably in the long-term savings, life protection, legacy planning, endowment and VUL insurance space.
- Proven track record of delivering customer-centric solutions and driving business growth.