At a Glance
- Tasks: Lead the design and delivery of 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, and comprehensive health benefits.
- Other info: Be part of a supportive environment that champions continuous improvement and personal growth.
- Why this job: Make a real impact by enhancing client experiences and driving strategic initiatives.
- Qualifications: Experience in wealth management and strong project management skills required.
The predicted salary is between 60000 - 75000 £ 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.
- 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.
- 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.
- 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 days.
- Gym 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.
Client Proposition Senior Manager in Edinburgh employer: Rathbones Group Plc
Rathbones is an exceptional employer that prioritises employee growth and satisfaction, offering a comprehensive benefits package including a generous pension scheme, private medical insurance, and flexible holiday options. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member feels valued and empowered to contribute to meaningful client propositions in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Client Proposition Senior Manager in Edinburgh
✨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 Rathbones and their client propositions. Understand their values and how they align with your experience. This will help you tailor your responses and show that you're genuinely interested in contributing to their team.
✨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 noticed. Plus, it shows you're serious about joining Rathbones and ready to take on the challenge of enhancing client experiences.
We think you need these skills to ace Client Proposition Senior Manager in Edinburgh
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' client proposition activities.
Showcase Your Skills:Don’t forget to emphasise your project management skills and your ability to lead cross-functional teams. We want to see how you can contribute to continuous improvement and client satisfaction.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read through your qualifications and experiences.
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 without any hiccups!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Propositions
Before the interview, dive deep into Rathbones' client propositions. Understand their design, development, and delivery processes. Be ready to discuss how you can enhance client satisfaction and experience based on your insights.
✨Showcase Your Leadership Skills
Prepare examples of how you've led cross-functional teams in previous roles. Highlight your ability to resolve issues and improve processes. This will demonstrate your fit for managing live proposition issues effectively.
✨Understand Market Trends
Familiarise yourself with current trends in wealth management and asset management. Be prepared to discuss how market scanning and competitor awareness can influence proposition development and client engagement strategies.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Since outstanding communication is key for this role, consider rehearsing answers to common interview questions, focusing on your project management skills and strategic thinking.
