Senior HNW Client Services Associate - Investments & Pensions

Senior HNW Client Services Associate - Investments & Pensions

Full-Time 50000 - 60504 £ / year (est.) No working from home possible

At a Glance

  • Tasks: Deliver top-notch service to high-net-worth clients in investments and pensions.
  • Company: Vanguard, a leader in investment management with a focus on client relationships.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Join a dynamic team dedicated to continuous improvement and client satisfaction.
  • Why this job: Shape the future of client service while working with valuable investors.
  • Qualifications: Experience in pensions and investments, with strong relationship-building skills.

The predicted salary is between 50000 - 60504 £ per year.

Vanguard seeks a Managed & HNW Client Services Associate to deliver best‑in‑market service to our most valuable and complex clients.

Drawing on your pension and investment knowledge, you’ll guide clients through interactions, build trusted relationships, and help shape our service model.

You’ll thrive in a hybrid environment, serving clients across phone, secure message, and planned meetings, while contributing to continuous improvements in how we engage and support high‑value investors.

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Senior HNW Client Services Associate - Investments & Pensions employer: 慨正橡扯

At 慨正橡扯, we pride ourselves on being an exceptional employer that champions innovation and collaboration in the field of Behavioral Economics and Retirement Research. Our hybrid working model not only offers flexibility but also nurtures a vibrant work culture where employees are encouraged to grow and develop their skills through meaningful projects and leadership opportunities. Join us in Europe, where your expertise will directly contribute to enhancing investor outcomes and shaping impactful business strategies.

Contact Details:

慨正橡扯 Recruitment Team

We think you need these skills to ace Senior HNW Client Services Associate - Investments & Pensions

Client Relationship Management
Pension Knowledge
Investment Knowledge
Communication Skills
Service Model Development
Continuous Improvement
Hybrid Work Environment Adaptability