Client Proposition Manager

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

Job Title: Client Proposition Manager Location: Wimborne, BH21 Salary: £60,000-£80,000 + bonus Service Care are delighted to be working with a rapidly expanding wealth management firm as they look to appoint a Client Proposition Manager.

What you will be doing:

• 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

What you will have:

• Experience with building and developing proposition for businesses
• Experience with Saleforce 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

In return you will receive:

• Base Salary £60,000 - £80,000
• Hybrid working
• 5% bonus
• 5% Employer contribution
• 23 days holiday + bank holidays
• Training and Development Opportunities
• Life Assurance cover worth 3x your annual salary