Client Proposition Manager – Wealth Management
Location: Dorset
Salary: Up to £60,000
Working pattern: By agreement
We are working with a growing wealth management business to recruit a Client Proposition Manager into a newly created senior role.
This is an exciting opportunity for someone to take ownership of the client proposition and help shape how the business delivers its services to different client segments, particularly within the HNW space.
Key Duties
- 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, reviews and management information.
- Develop targeted propositions for key client sectors.
- Support the integration and development of complementary services, including estate planning.
- Work closely with Directors, advisers and the wider leadership team to deliver the proposition.
What They’re Looking For
- Experience within wealth management or financial services.
- Background in client proposition, segmentation, commercial strategy or a similar role.
- Strong experience with Salesforce or another CRM system.
- Experience working with or developing propositions for HNW clients.
- Commercially minded, with the ability to work across different areas of a business.
- A proactive builder/creator who enjoys developing and implementing new ideas.
The Opportunity
A genuine opportunity to shape and build the client proposition within an established and growing business, with significant exposure to senior leadership and the opportunity to make a real impact.
Salary up to £60,000, with working arrangements agreed with the successful candidate.