Client Proposition Lead – Wealth Management

Service Care are delighted to be partnering with a rapidly expanding wealth management firm to appoint a Client Proposition Manager in Wimborne. You will identify and develop propositions for key clients, shape service structures and lead improvements in client experience and segmentation.The role requires experience with building propositions and using Salesforce, with a hybrid working arrangement, a 5% bonus and 5% employer contribution, 23 days holiday plus bank holidays, life assurance #J-18808-Ljbffr