At a Glance
- Tasks: Lead the design and development 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 70000 - 90000 £ 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.
- 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 via recruit@rathbones.com.
Senior Wealth Proposition Lead employer: Rathbones Group Plc
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 Wealth Management Propositions. With a strong commitment to employee growth, we provide comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, all while fostering a culture of continuous improvement and collaboration. Join us to be part of a team that champions client experience and values your contributions towards meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Proposition Lead
✨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 propositions. Understand their client needs and how you can contribute to enhancing their experience. This will show you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience in developing client-facing propositions and how you've tackled challenges in the past. Confidence is key, so rehearse with a friend or in front of the mirror.
✨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 keen on joining our team at Rathbones and contributing to our mission.
We think you need these skills to ace Senior Wealth Proposition Lead
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Wealth Proposition Lead 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’ve tackled challenges in the past and what solutions you’ve implemented.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read through your achievements and qualifications.
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 unique selling points and how they align with client needs. This will help you articulate how your experience in wealth management can enhance their offerings.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership in managing cross-functional teams and resolving issues. Be ready to discuss specific challenges you've faced and how you navigated them to improve client experiences.
✨Demonstrate Market Awareness
Stay updated on current trends in wealth management and investment markets. Bring insights about competitor strategies and how Rathbones can leverage these to enhance their propositions during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in Rathbones' strategic direction and client care initiatives. This not only demonstrates your enthusiasm but also helps you gauge if the company aligns with your values and career goals.
