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
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Client Proposition Manager in Wimborne Minster employer: Service Care
Service Care Solutions is an excellent employer for Multi Traders, offering a supportive work culture that prioritises employee growth and development. With a focus on responsive repairs in the community of Rugby, employees benefit from a company van, optional on-call payments, and comprehensive in-house training, ensuring they have the tools and skills needed to excel in their roles. Join a team that values professionalism and respect while providing meaningful service to local residents.
