Job description

  • Location:
  • Employee Type:
  • Department:
    IWI Marketing
  • Division:
  • Employment Type:
    Full time
  • Salary:

Senior Segment Manager - High Net Worth Private Clients (3931)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Senior Segment Manager - High Net Worth Private Clients

Location: Any UK Location

Team Description

The Marketing department is in the process of evolving and developing in order to drive business growth and revenue over the coming years. The aim is to create a best in class marketing function which enables Investec to be a clear market leader in financial services and build and drive a marketing strategy which separates us from our key competitors.

What you'll do

This is a critical role which will work in partnership with our HNW Segment and define the Private Office ‘go-to market' strategy.  The role is accountable for helping the business x-sell our services to existing clients, and delivering new clients into Investec. A primary focus will be driving leads between our Wealth and Bank businesses.

The role requires a strategic thinker with deep experience of financial services and who understands the client centric marketing approach required to deliver strong and sustained growth within this segment. A strong knowledge in research, planning and analysis is key.

Delivery of Strategic plans will be through a matrix marketing structure and fully embracing our Regional Marketing team and the central business enablement team. 

Core tasks:

  • Development of segmentation which drives business results within our HNW segment
  • Own and deliver the core messaging platform for Private Office and ensure proposition is at the heart of all NPD and change initiatives.
  • Own Marketing plans which deliver new client acquisition and increase FUM while also driving x-sell between Bank and Wealth
  • Accountable for the retention campaigns of existing clients
  • Development of plans to increase FUM from existing B2C clients
  • Accountable for initiating campaigns – planning, executing and gaining team buy in to help prioritise the segment
  • Work across various business units who also target similar segments to ensure a ‘one bank' mind-set, and leverage their go to market plans
  • Deliver rich insight through research ensuring current and future analytics shape the marketing and business strategy for each segment
  • Work closely to identify the full scale marketing delivery channels that best activate the strategic plans – including internal, media and marketing delivery channels
  • Build excellent stakeholder relationships with the business – understanding the market, clients, prospects and influencers that require careful targeting
  • Lead strategy development for HNW digital journeys from Website, Sales Enablement and On-line Account management
  • Responsible for the budget management and market planning of our Private Office segment with clearly linked commercial KPIs

About you!

  • Significant and relevant strategic marketing experience in B2C HNW financial services environment in a complex stakeholder environment
  • Understand Marketing activation across the UK and how to bring a Marketing proposition to life in the consumer and business mind-set
  • B2C HNW journey mapping experience
  • Strong knowledge in research, client experience and data analytics to determine the strategic marketing approach
  • Strong experience in using insights and turning these into actionable marketing programs
  • Excellent experience of working with Sales and Business Development
  • Experience of working in a marketing strategy team and driving go to market teams
  • Commercially minded – used to working and delivering to KPis
  • Strong, well evidence background in strategy, planning and analysis marketing
  • Excellent experience in initiating, creating and driving segmented value propositions through to message development and implementation of campaigns
  • Must have prior knowledge of all marketing delivery channels and how to implement strategy through matrix model
  • Prior knowledge of driving digital marketing strategy and cost effective marketing to niche/small target audiences
  • Understanding of content across all channels
  • Highly computer literate with exceptional PowerPoint and excel skills

Attributes that would be helpful, but not essential for the role.

  • Experience working with multiple product / divisions that requires an umbrella co-ordinated approach
  • Significant stakeholder experience in a challenging environment
  • CIM/IDM qualification

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! 

**We are open to conversations about flexible working so please ask** 

Could your career thrive in this setting? Could you see yourself making an impact? If this is the career opportunity you've been waiting for please apply today or contact us for more information. 

As an Out of the Ordinary bank, we have a family-oriented culture and we genuinely care about our people. We work really hard to create a fun, collaborative and learning environment - so expect lots of team activities, as well as plenty of support for training, mentoring and coaching. 


Meet the recruiter

Hannah Jones

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