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For Companies At a Glance
- Tasks: Lead the design and delivery of client propositions that enhance satisfaction and experience.
- Company: Join Rathbones, a trusted name in investment and wealth management.
- Benefits: Enjoy a diverse workplace, professional development, and a commitment to inclusivity.
- Why this job: Make a real impact by shaping client experiences and driving strategic initiatives.
- Qualifications: Experience in wealth management and strong project management skills required.
- Other info: Be part of a passionate team dedicated to responsible investing and continuous improvement.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Job Details
Job Title: Senior Client Proposition Manager
Department: CCO
Location: London
Contract Type: 12 month secondment / fixed term
Date: 22 Oct 2025
Overview
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
The Role
To support client proposition activity within Rathbones aligned with Group strategy, including design, development, delivery and ongoing ownership. Ensure client need, satisfaction and experience are key components of future proposition development.
Outcomes of the Role
- Manage the development and deployment of a range of client facing propositions that are calibrated to meet multiple client needs recognising life-stage, investment risk appetite and channel preferences. Proposition development should be conceived at both individual and portfolio level.
- Ongoing ownership of specific propositions, including periodic review, KPI monitoring (commercial, client, risk, conduct), utilisation and alignment to client segmentation strategy
- Market scanning and reporting in place to improve benchmarking for fair value; VFM for clients; total costs to client; competitor awareness; business leadership knowledge and decision making. Ongoing consideration of new analysis tools, e.g. behavioural economics.
- Proposition choice criteria to include client insights, brand, channel/target market, marketing strategy
- Client and User Experience design standards that deliver against brand, client expectations and proposition promises recognising Rathbones blend of human and digital contact points.
- Show leadership in managing and resolving live proposition issues, coordinating resource to ensure bottlenecks and problems are escalated and resolved
- Work closely with teams across group to ensure processes are lean, efficient and support growth
- Management of 3rd party suppliers/contractors. Ensure they are engaged and committed to supporting our objectives, and that actions are delivered in a timely fashion.
- Elevates and champions client experience group-wide; setting standards of continuous improvement.
- Contribute towards the continuing development of the Group by participating in projects, committees and other activities as requested from time to time.
- Champion lean processes and continuous improvement across proposition delivery.
- Troubleshoot live proposition issues and coordinate cross-functional resolution efforts
Knowledge & Experience
- Relevant business experience, preferably in Wealth and/or Asset Mgmt.
- Proven track record in senior proposition or strategy roles within wealth management having track record to design, develop, and own client-facing propositions.
- Technical background in financial services.
- Demonstrated ability to guide strategic investments and enhancements.
- Outstanding communication and presentation skills and experience leading cross-functional teams and influencing senior stakeholders.
- Strong project management skills and proactive problem-solver with a bias for action and continuous improvement.
- Ability to consolidate facts and produce credible recommendations
- Able to work unsupervised
- Working Relationships – Actively seek to build constructive relationships and networks both internally and externally
- Outline knowledge of investment vehicles and investment markets
- A sound understanding of the investment process
- Strategic thinking with operational execution with broad understanding of settlement and operational processes.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
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Client Proposition Senior Manager employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Proposition Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Rathbones and its client propositions. Understand their values and how they align with your experience. This way, you can showcase how you can contribute to their mission of responsible investing.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in wealth management makes you the perfect fit for the Senior Client Proposition Manager role. Highlight your achievements and how they relate to the job description.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the Rathbones team and contributing to their vision.
We think you need these skills to ace Client Proposition Senior Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Client Proposition Manager role. Highlight your relevant experience in wealth management and how it aligns with Rathbones' values and client-focused approach.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles that showcase your project management abilities and your knack for developing client-facing propositions.
Be Authentic: Let your personality shine through in your application. Rathbones values integrity and passion for client service, so don’t hesitate to share what drives you and how you can contribute to their mission.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves and shows your enthusiasm for joining the Rathbones team!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Propositions
Before the interview, dive deep into Rathbones' client propositions. Understand their unique selling points and how they align with client needs. This will help you articulate how your experience can enhance their offerings.
✨Showcase Your Strategic Thinking
Prepare examples that demonstrate your strategic thinking in previous roles. Discuss how you've developed or improved client-facing propositions, focusing on outcomes and client satisfaction. This will highlight your fit for the Senior Client Proposition Manager role.
✨Communicate Clearly
Outstanding communication is key! Practice explaining complex financial concepts in simple terms. This will show your ability to engage with clients and stakeholders effectively, which is crucial for this position.
✨Emphasise Continuous Improvement
Be ready to discuss how you've championed lean processes and continuous improvement in past roles. Share specific examples of how you've resolved issues and enhanced client experiences, as this aligns perfectly with Rathbones' values.
