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Senior Wealth Proposition Lead

Company

Rathbones Group Plc

Location

city of edinburgh, United-Kingdom

Type

Full-time

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
  • Marke...

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