Client Proposition Lead – Wealth Management

Service Care; Wimborne Minster; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

5% bonus

Employer pension 5%

Life assurance 3x salary

23 days holiday + bank holidays

Training and development opportunities

Job summary

Service Care are delighted to be partnering with a rapidly expanding wealth management firm to appoint a Client Proposition Manager in Wimborne. You will identify and develop propositions for key clients, shape service structures and lead improvements in client experience and segmentation.

The role requires experience with building propositions and using Salesforce, with a hybrid working arrangement, a 5% bonus and 5% employer contribution, 23 days holiday plus bank holidays, life assurance

Qualifications

• Experience with building and developing proposition for businesses.
• Experience with Salesforce or similar systems.
• Experience within Wealth Management or Financial Services would be highly desirable but no essential.
• Strong attention to detail and ability to manage your own workload.

Responsibilities

• Identifying and targeting propositions for key clients
• Developing and implementing client propositions and service structure
• Leading the improvement of client experience and client segmentation
• Supporting with integration and continuous development of services
• Utilising Salesforce using workflows, management information and reviews
• Liaising with different levels of people within the business including directors and advisors

Skills

Proposition development

Client segmentation

Tools

Salesforce

Job description

Service Care are delighted to be partnering with a rapidly expanding wealth management firm to appoint a Client Proposition Manager in Wimborne. You will identify and develop propositions for key clients, shape service structures and lead improvements in client experience and segmentation.

The role requires experience with building propositions and using Salesforce, with a hybrid working arrangement, a 5% bonus and 5% employer contribution, 23 days holiday plus bank holidays, life assurance