Job description

  • Location:
    London - 30 Gresham Street
  • Department:
  • Division:
    IBP Private Client
  • Employment Type:
    Full time
  • Salary:

Private Client Product and Proposition Specialist (9926)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Do you have a background in product development?

Do you have a passion for analysis and market research? 


We have an exciting opportunity for you. 


What is the purpose of the role?   

The Product and Proposition Analyst within the Private Client business is responsible for maintaining, enhancing, and developing a comprehensive product offering tailored to meet the unique needs of high-net-worth (HNW) clients. This role collaborates with internal and external stakeholders to design and implement a holistic product and service offering, ensuring seamless integration with third-party partners in areas such as wealth planning and advice. The Product and Proposition Analyst conducts market research and analysis to identify opportunities for product innovation, differentiation, and enhancement that cater to the specific requirements of HNW clients.

What are the key responsibilities?

Collaborative Product Development:

Collaborate with internal and external stakeholders to design and implement a holistic product and service offering that integrates seamlessly with third-party partners, such as wealth planning and advice providers. Ensure alignment with consumer regulations, liquidity considerations, regulatory capital requirements, internal models, and business processes.

Product Offering Maintenance and Enhancement:

Maintain and enhance the existing product offering, including internal and external product collateral, annual product governance framework (PGF) reviews, proposition matrix, and client documentation. Field queries from relationship managers regarding the product and proposition offering, ensuring accurate representation of changes in client documents and effective implementation in relevant systems.


Market Research and Analysis:

Conduct thorough market research and analysis to identify opportunities for product innovation, differentiation, and enhancement. Stay informed about industry trends and client preferences to customize product offerings and address evolving client needs effectively.

Alignment with Wealth Planning and Advice:

Align product and proposition strategies with the wealth planning and advice framework to maintain consistency and coherence in the overall client offering. Collaborate with stakeholders to ensure a seamless and integrated client experience.

Client Engagement and Feedback:

Engage with HNW clients, relationship managers, and wealth advisors to solicit feedback, understand client preferences, and gather insights to customize product offerings. Use client feedback to drive product enhancements and improvements.

Project Management and Change Implementation:

Act as the subject matter expert for product projects and changes, taking ownership of successful implementation. Work closely with multiple stakeholders to ensure effective collaboration and coordination. Interact with the wider Strategic Operations team, including Pricing, Data, MI, Process, and Change, to ensure alignment and synergy in delivering product-related initiatives.

By effectively fulfilling these responsibilities, the Product and Proposition Analyst contributes to the overall success of the Private Client business by maintaining a comprehensive and tailored product offering, driving innovation and differentiation, and ensuring a seamless and integrated client experience.

What core skills and knowledge are we looking for? 

•    Proven experience in product development, proposition management, or similar roles within the financial services industry, with a focus on HNW banking being advantageous.
•    Strong analytical capabilities, comprehensive market knowledge, and strategic acumen.
•    Exceptional communication, collaboration, and relationship management skills.
•    A customer-centric approach and a commitment to delivering innovative and personalized solutions to high-net-worth individuals.
•    Proactive and client-focused approach, alongside a drive for driving product innovation and enhancing the client experience in the HNW banking sector.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;


Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance


Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection


Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist. 

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Charmaine Bannerman


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance