At a Glance
- Tasks: Lead the design and delivery of innovative client propositions in wealth management.
- Company: Join Rathbones, a leading firm in wealth management with a focus on client experience.
- Benefits: Enjoy a competitive salary, flexible holidays, private medical insurance, and a company pension.
- Other info: Be part of a diverse team committed to continuous improvement and professional growth.
- Why this job: Make a real impact by enhancing client satisfaction and shaping future financial solutions.
- Qualifications: Experience in wealth management and strong project management skills are essential.
The predicted salary is between 60000 - 80000 £ per year.
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 Management.
- 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.
- 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.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance - 8 x salary
- Company share scheme
- Discretionary bonus
- Flexible holidays – purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Other voluntary benefits you can choose to suit you
We are a Disability Confident Employer (level 2) 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. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
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.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
Client Proposition Senior Manager in London employer: Rathbone Brothers
Rathbones is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and client satisfaction are at the forefront of our mission. We provide a comprehensive benefits package, including a generous pension scheme, private medical insurance, and flexible holiday options, all designed to support your personal and professional growth. Our commitment to diversity and inclusion, along with opportunities for continuous improvement and career development, makes Rathbones a rewarding place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Client Proposition Senior Manager in London
✨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 roles that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its client propositions. Understand their values and how they align with your experience. This will help you showcase how you can elevate their client experience and contribute to their goals.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in wealth management and proposition development makes you the perfect fit for the role. Keep it concise, engaging, and focused on how you can add value to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Client Proposition Senior Manager in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in wealth management and client propositions. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role involves leading cross-functional teams and influencing stakeholders, it’s crucial to demonstrate your outstanding communication abilities. Use clear, concise language and provide examples of how you've effectively communicated in past roles.
Highlight Problem-Solving Experience:We love proactive problem-solvers! Share specific instances where you’ve tackled challenges in proposition development or client experience. This will show us that you have the right mindset for continuous improvement.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
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 Leadership Skills
Be ready to discuss specific examples where you've led cross-functional teams or resolved complex issues. Highlight your proactive problem-solving approach and how it has positively impacted client experiences in previous roles.
✨Understand Market Trends
Familiarise yourself with current trends in wealth management and asset management. Be prepared to discuss how these trends could influence Rathbones' strategies and client propositions, showcasing your strategic thinking.
✨Prepare for Behavioural Questions
Expect questions that assess your ability to manage relationships and drive continuous improvement. Use the STAR method (Situation, Task, Action, Result) to structure your responses, demonstrating your impact on past projects.
