Wealth Propositions Lead for HNW Clients

Eden Rose; Wimborne Minster; Vor Ort; GBP 54.000 - 66.000; Vollzeit

Zusammenfassung

Eden Rose is seeking a Client Proposition Manager – Wealth Management in Dorset. You will own the client proposition and shape how services are delivered to varied client segments, with emphasis on high-net-worth clients. Strong CRM experience and strategic development skills are essential.

Work alongside Directors and advisers to implement differentiated propositions, optimise client experiences, and drive cross-functional initiatives across the wealth management business.

Qualifikationen

• Experience in wealth management or financial services.
• Background in client proposition, segmentation or commercial strategy.
• Experience with HNW client propositions.

Aufgaben

• Develop and implement a differentiated client proposition and service structure.
• Lead client segmentation and improve the overall client experience.
• Maximise the use of Salesforce/CRM across the business, including workflows and MI.
• Develop targeted propositions for key client sectors.
• Support the integration and development of complementary services, including estate planning.
• Collaborate with Directors and leadership to deliver the proposition.

Kenntnisse

Client proposition

Segmentation

Commercial thinking

Cross-functional collaboration

Tools

Salesforce CRM

Jobbeschreibung

Eden Rose is seeking a Client Proposition Manager – Wealth Management in Dorset. You will own the client proposition and shape how services are delivered to varied client segments, with emphasis on high-net-worth clients. Strong CRM experience and strategic development skills are essential.

Work alongside Directors and advisers to implement differentiated propositions, optimise client experiences, and drive cross-functional initiatives across the wealth management business.