Flagstone

FinTech

PremiumClientManager

£65–95k ~AI est. London, United Kingdom FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Premium Client Manager at Flagstone. Skills: Premium client service, Relationship management, Commercial strategy. Evolve premium client model. Own premium client service proposition”

What You'll Achieve.

Maintain zero-drop client satisfaction; Strengthen personal connection; Drive long-term loyalty

Industry & Context.

FinTech
Problems you'll solve

Issue resolution; Complex query navigation

What They're Looking For.

Must Have

Premium or Private Client Experience, High-net-worth client management, Portfolio management experience, Service model design ability, Organised approach to portfolio, Exceptional interpersonal skills, Financial literacy, Familiarity with regulated financial services

Nice to Have

Experience in private banking, Experience in wealth management, Experience in high-touch financial services

What You'll Do.

Evolve premium client model

Own premium client service proposition

Define premium client qualification

Define premium service practice

Measure premium client impact

Deliver contact strategy

Implement proactive engagement cadence

Establish escalation protocols

Define service standards

Align premium model with commercial priorities

Ensure premium model scalability

Own defined client portfolio

Ensure quality of client experience

Ensure consistency of client experience

Proactively reach out to clients

Understand client financial context

Deliver commercially astute conversations

Identify opportunities to deepen relationships

Act as first point of escalation

Own resolution process

Maintain positive client experience

Navigate complex queries

Work cross-functionally

Maintain zero-drop client satisfaction

Track portfolio health

Report on portfolio health

Work with Sales Team Leads

Ensure smooth handover of clients

Feed client insight back

Partner with Client Operations

Partner with Marketing

How You'll Work.

Team & Collaboration

Cross-functional collaboration; Client Operations collaboration; Product collaboration; Compliance collaboration; Sales Team collaboration; Marketing collaboration

Communication Scope

Client conversations; Client communication

Full Job Description

What is Flagstone? Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work. Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage. A feel for our culture To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth. That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it. We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three. But enough about us. Let’s talk about you. Does this sound like you? Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. A significant proportion of that AuA sits with a small number of high-value clients whose continued confidence in us is commercially critical. Until now, these clients have been served through the same model as the rest of our client base. That changes with this role. The Premium Client Manager will be solely dedicated to our most valuable clients, providing a proactive, personalised service that reflects the scale of their relationship with us. This is a blank canvas opportunity for someone who understands what best in class premium service looks like, and has the relationship skills and commercial instinct to build it. What You'll Be Doing Evolving the Premium Client Model - Own and iterate the premium client service proposition and playbook, defining who qualifies, what service looks like in p

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