At a Glance
- Tasks: Lead the development of client propositions that enhance satisfaction and experience.
- Company: Rathbones, a trusted name in wealth management with a focus on responsible investing.
- Benefits: 12-month contract with opportunities for professional growth and impactful work.
- Other info: Join a dynamic team committed to continuous improvement and innovation.
- Why this job: Make a real difference by shaping client experiences and driving sustainable outcomes.
- Qualifications: Experience in client management and a passion for improving user experiences.
The predicted salary is between 36000 - 60000 £ per year.
Job Title: Senior Client Proposition Manager
Department: Wealth Management Propositions & Client Care
Location: London
Contract Type: 6 month secondment / fixed term
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.
- Professional investment qualification, BA/MBA desirable.
- 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
- Good attention to detail
- 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.
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 × salary
- Income protection – 75 % 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
- Volunteering daysGym discounts
- Other voluntary benefits you can choose to suit you
Disability Confidence
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 recruit@rathbones.com.
Client Proposition Senior Manager employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in a vibrant area, we offer a supportive work culture that fosters professional growth and provides clear paths for career progression. Join us to not only build a meaningful career but also to share in the success of our business, making every day at work fulfilling and impactful.
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 on LinkedIn or attend industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Client Proposition Manager role.
✨Tip Number 2
Prepare for those interviews by researching Rathbones and their client propositions. Show us you understand their values and how you can contribute to their mission of responsible wealth management. Tailor your answers to reflect their goals!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. This will help you articulate your experience in managing client propositions and resolving issues effectively, which is key for the role.
✨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 take the initiative to engage directly with us.
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 Client Proposition Senior Manager role. Highlight your relevant experience in client-facing propositions and how you've contributed to client satisfaction in previous roles. We want to see how you align with our values!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past work that showcase your ability to manage client propositions and improve client experiences. We love seeing real-life applications of your expertise.
Be Clear and Concise:Keep your application clear and to the point. Avoid jargon and make sure your key achievements stand out. We appreciate straightforward communication, so make it easy for us to see why you’re a great fit!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about Rathbones and what we stand for!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Client Proposition
Before the interview, dive deep into Rathbones' client propositions. Understand their approach to wealth management and how they cater to different client needs. This will help you articulate how your experience aligns with their mission of responsible investing.
✨Showcase Your Analytical Skills
Given the role's focus on market scanning and benchmarking, be prepared to discuss your analytical skills. Bring examples of how you've used data to inform decisions or improve client experiences in previous roles. This will demonstrate your ability to contribute to their strategic goals.
✨Emphasise Collaboration
Rathbones values teamwork across departments. Highlight your experience working with cross-functional teams and how you've resolved issues collaboratively. This shows that you can navigate the complexities of proposition development and enhance client satisfaction.
✨Prepare Questions About Continuous Improvement
Since the role involves championing lean processes, come prepared with insightful questions about Rathbones' current initiatives for continuous improvement. This not only shows your interest but also your proactive mindset towards enhancing client propositions.
