Client Executive Team Lead, Wealth Management - 22806
£60,000 + benefits (3/2)
Are you an experienced Client Executive in wealth management/financial services with a track record of delivering a seamless onboarding experience?
Are you detail orientated with stakeholder and team management capabilities?
Would you enjoy a role that combines hands-on client servicing with team leadership, ensuring high standards across client interactions and operational processes?
A leading investment firm is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.
What you’ll be doing:
* Managing end-to-end onboarding, including account opening, KYC and Source of Wealth requirements
* Liaising with third-party providers (custodians, pension providers, etc.)
* Coordinating asset transfers and credit documentation
* Ensuring all onboarding documentation is compliant and up to date
* Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes
* Responding to client and adviser queries with accuracy and efficiency
* Producing client reporting materials and maintaining CRM records
* Supporting annual suitability reviews and ongoing compliance requirements
* Leading and developing a team of Client Executives
* Acting as escalation point for operational challenges
* Monitoring team performance, capacity and service delivery metrics
* Providing coaching, training and career development support
* Collaborating with senior leadership to integrate and optimise client service functions
* Driving efficiency improvements across workflows and processes
* Supporting business projects and system enhancements
* Maintaining high standards of documentation, compliance and client communication
The skills you need to bring:
* Proven experience in private client servicing or wealth management
* Strong leadership and team management capabilities
* Excellent organisational and stakeholder management skills
* Advanced MS Office
* Excellent relationship builder
* Approachable manner
* Commitment to delivering exceptional client outcomes