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Added 2 mins ago
MJ
Compounding Manager
Manufacturing Job Site
Markham, ON
- Full-time
Our company has inspired the industry with its award-winning cosmetics services since 2004. We embrace research and innovation - ceaselessly bringing advanced cosmeceutical technologies and…
Added 32 mins ago
RM
Outside Sales Consultant - Rentals
Rocky Mountain Equipment
Swift Current, SK
- Full-time
…You™, fulfilling our commitment to deliver product and support services for the hardworking families in Western Canada who build our communities and feed the…
Added 32 mins ago
RM
Outside Sales Consultant - Rentals
Rocky Mountain Equipment
Calgary, AB
- Full-time
…You™, fulfilling our commitment to deliver product and support services for the hardworking families in Western Canada who build our communities and feed the…
Added 32 mins ago
RM
Parts Technician
Rocky Mountain Equipment
Camrose, AB
- Full-time
…You™, fulfilling our commitment to deliver product and support services for the hardworking families in Western Canada who build our communities and feed the…
Added 32 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - Timmins
Taymax Group
Timmins, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 47 mins ago
EI
administrative manager
EcoStar Insulation
Toronto, ON · North York, ON
- Full-time
Evaluate the operations of a department providing administrative services
Added 47 mins ago
MM
restaurant manager
Montfort Mediterranean Grill
Hamilton, ON
- Full-time
Determine type of services to be offered and implement operational procedures
Added 47 mins ago
MM
project manager, construction
Magnum Millwork Inc
Burlington, ON
- Full-time
Added 47 mins ago
WS
Team Lead - Fixed Term
WCG Services
Kelowna, BC
- Full-time
…operations, supporting staff, and ensuring high-quality, accessible services for clients and communities. This position combines people leadership, operational oversight, and direct client…
Added 47 mins ago
KT
assistant manager - food services
King Tandoori Vaughan
Georgetown, ON
- Full-time
Determine type of services to be offered and implement operational procedures
Added 47 mins ago
S
Structural Engineer
SYSTRA
Montreal, QC
- Full-time
Reporting to the Design Manager of each respective station (with a technical reporting relationship to the Systemwide Lead), within the Co-Development Phase of the ALTO programme, the…
Added 47 mins ago
OG
Greenville Together: Community Navigator
OnTrack Greenville
Toronto, ON
- Full-time
The 211 Resource Manager's charge is ensuring the information, content, and customer experience are accurate, consistent, and current across all channels, managing the operator…
Added 47 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Dartmouth, NS
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 47 mins ago
RB
Senior Manager, ALM Market Risk
Royal Bank of Canada
Toronto, ON
- Full-time
As a Senior Manager, you are an integral member of the Enterprise Asset-Liability Management Risk (ALM Risk) team, within Enterprise Balance Sheet and Liquidity Risk (BSLR).
Added 1 hour ago
PA
Financial Services Manager (AutoPlanet Durham)
Performance Auto Group
Bowmanville, ON
- Full-time
AutoPlanet Durham is currently seeking a Financial Services Manager. The FSM is responsible for coordinating the sale of finance and insurance products to customers. The FSM works as a…
Added 1 hour ago
I
Customer Success Manager / Project Manager
Infrakit
Strong, ON
- Full-time
You’ll report to the Director of Services & Customer Success and work out of our Espoo HQ.
Added 1 hour ago
TS
Program Coordinator & Facilitator
The Salvation Army in Canada
Vancouver, BC
- Full-time
Implement existing courses and programming, build community relationships and discounted access to services, coordinate with community partners in service access and delivery
Added 1 hour ago
SR
Sales Associate
Staples Retail
Yellowknife, NT
- Part-time
Engage with and sell to all our customers by offering tailored products and services using all tools and techniques available in our selling model to anticipate and meet future customer…
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
…businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport services and data center colocation services. Cogent's facilities-based,…
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport services and data center colocation services. Cogent's facilities-based,…
Added 1 hour ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport services and data center colocation services. Cogent's facilities-based,…
Added 1 hour ago
TS
Program Coordinator & Facilitator
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Belkin Communities of Hope - Deborah's Gate
- Full-time
Implement existing courses and programming, build community relationships and discounted access to services, coordinate with community partners in service access and delivery
Added 2 hours ago
SH
Housekeeping Aide
Southern Health-Santé Sud
St-Pierre-Jolys, MB
- Full-time
Under the direction of the Manager - Environmental Services, the Housekeeping Aide maintains assigned areas in a clean, sanitary, safe and orderly manner to ensure that the highest degree…
Added 2 hours ago
LA
Client Development Manager
Life Ashore
Canada
- Temporary
As we continue to grow, we are expanding our range of services to provide clients with more comprehensive support under one trusted company. Our services span immigration, real estate,…
Added 2 hours ago
CG
facilities manager
Compass Group Canada
Hamilton, ON
- Full-time
Plan, organize and direct administrative services such as signage, cleaning, maintenance, parking, safety inspections, security and snow removal

Eden Rose

Client Proposition Manager

Wimborne, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

Job Ref

91206

Location

Wimborne

Salary

£40,000 - £60,000 Per Annum

Employment Type

Permanent

Location: Wimborne, Dorset
Type: Permanent
Job #91206
Salary: £40,000 - £60,000 Per Annum

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.

Apply About employer

More about this job

Responsibilities

Develop and implement a differentiated client proposition, service structure, and targeted offerings for key client segments, particularly high-net-worth clients. Lead segmentation and client experience improvements, maximize Salesforce/CRM use, support complementary services such as estate planning, and collaborate with directors, advisers, and leadership.

Requirements

Candidates should have experience in wealth management or financial services and a background in client propositions, segmentation, commercial strategy, or a similar area. Strong Salesforce or other CRM experience, familiarity with high-net-worth clients, commercial judgment, and a proactive approach to building and implementing new ideas are sought.

Skills

Client Segmentation
Wealth Management
Financial Services
Salesforce
CRM Systems
Client Experience
Commercial Strategy
Workflow Development
Management Information
Estate Planning
Stakeholder Collaboration
Service Structure Development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Client Proposition
Client Segmentation
High-Net-Worth Clients
Salesforce
CRM
Client Experience
Commercial Strategy
Service Structure
Workflows
Management Information
Estate Planning
Targeted Propositions
Leadership Collaboration

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