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Client Proposition Manager
Job in
Wimborne Minster, Dorset County, BH21 1EH, England, UK
Listed on 2026-10-16
Listing for:
Service Care
Full Time
position Listed on 2026-10-16
Job specializations:
-
Management
Wealth Management, Client Relationship Management
Job Description & How to Apply Below
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.
- 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
- Experience with building and developing proposition for businesses
- Experience with Saleforce or similar systems
- Experience with in Wealth Management or Financial Services would be highly desirable but no essential.
- Strong attention to detail and ability to manage your own workload
- 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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