Flagstone Group LTD
Financial Technology
PremiumClientManager
“Premium Client Manager at Flagstone Group LTD. Skills: Client relationship management, Service proposition development, Client engagement. Own and iterate the premium client service proposition. Deliver the contact strategy, engagement cadence and service standards”
What You'll Achieve.
Increase AuA; New product uptake; Maintain positive client experience; Ensure smooth handover of newly acquired high-value clients
Industry & Context.
What They're Looking For.
Must Have
Background in private banking, wealth management or a high-touch financial services role, Personal accountability for retention, satisfaction and commercial outcomes across a portfolio of high-value relationships, Able to design a service model, Structured and organised, Warm, confident and credible with sophisticated, high-value clients, Composure under pressure, Financial literacy to engage meaningfully about cash portfolios, interest rates, FSCS coverage and Flagstone's platform value
What You'll Do.
Own and iterate the premium client service proposition
Deliver the contact strategy
engagement cadence and service standards
Own a defined portfolio of high-value clients
Proactively reach out at meaningful moments
Act as the first point of escalation for premium clients
Navigate complex queries cross-functionally
Track portfolio health
Feed client insight back into product
proposition and service design
How You'll Work.
Team & Collaboration
Cross-functionally with Client Operations, Product and Compliance
Applying for this Premium Client Manager role?
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