Elevate client offerings as a Client Proposition Manager in Wealth Management, based in Wimborne, Dorset. This role focuses on enhancing client experiences and segmentation for high-net-worth clients.
Join a growing wealth management firm in this pivotal, permanent position. You will lead the development of tailored services, significantly impacting client experience. Ideal candidates possess strong experience in financial services, particularly in client propositions and commercial strategy.
Key Responsibilities:
• Develop differentiated client propositions and service structures
• Lead client segmentation to enhance overall client experience
• Optimize Salesforce/CRM functions, including reports and workflows




• Create targeted propositions for high-net-worth client sectors
• Collaborate with leadership and advisers to implement strategies
Requirements:
• Experience in wealth management or financial services
• Background in client propositions and commercial strategy
• Proficiency in Salesforce or similar CRM systems
• Experience with high-net-worth client propositions
• Robust commercial awareness and creativity in developing initiatives
Make a significant impact on client services and growth strategies in wealth management.
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📌 Wealth Management Client Proposition Manager (Wimborne)
🏢 Eden Rose
📍 Wimborne