Proposition Manager

Service Care Solutions; Wimborne Minster; Hybrid; GBP 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

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 ann

Zusammenfassung

Service Care Solutions is working with a rapidly expanding wealth management firm to appoint a Client Proposition Manager. This is a new role within the Senior Leadership Team with autonomy to shape the role.

You will identify propositions for key clients, develop service structures, and lead client experience improvements, using Salesforce and collaborating with directors and advisors. Hybrid working and a strong package are included.

Qualifikationen

• 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.

Aufgaben

• 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

Jobbeschreibung

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. This is a new created role that will sit within the Senior Leadership Team, with plenty of autonomy to make the role your own.

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