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- Tasks: Lead a team to deliver exceptional client onboarding and manage private client portfolios.
- Company: Join a leading investment firm with a focus on operational excellence.
- Benefits: Competitive salary, benefits package, and opportunities for career development.
- Why this job: Make a real impact in wealth management while developing your leadership skills.
- Qualifications: Experience in wealth management and strong team management abilities required.
- Other info: Dynamic role with opportunities for coaching and professional growth.
The predicted salary is between 60000 - 60000 £ per year.
£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?
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.
- 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
- Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes
- Producing client reporting materials and maintaining CRM records
- Supporting annual suitability reviews and ongoing compliance requirements
- Leading and developing a team of Client Executives
- Monitoring team performance, capacity and service delivery metrics
- Providing coaching, training and career development support
- Supporting business projects and system enhancements
Requirements:
- Proven experience in private client servicing or wealth management
- Strong leadership and team management capabilities
- Excellent organisational and stakeholder management skills
- Advanced MS Office
Client Executive Team Lead, Wealth Management - 22806 in London employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive Team Lead, Wealth Management - 22806 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Executive Team Lead role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of KYC and Source of Wealth requirements. Be ready to discuss how you've successfully managed onboarding processes in the past, as this will show you're the right fit for the job.
✨Tip Number 3
Showcase your leadership skills! Think of examples where you've led a team or improved performance metrics. This is crucial for the Client Executive Team Lead position, so make sure you highlight these experiences during your discussions.
✨Tip Number 4
Don't forget to apply through our website! We have a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Client Executive Team Lead, Wealth Management - 22806 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Executive Team Lead role. Highlight your experience in wealth management and any relevant achievements that showcase your ability to deliver a seamless onboarding experience.
Showcase Leadership Skills: Since this role involves leading a team, don’t forget to emphasise your leadership and team management capabilities. Share specific examples of how you've developed team performance or supported colleagues in their career growth.
Be Detail-Oriented: Attention to detail is key in this role. When writing your application, ensure that you’re clear and precise about your experience with KYC, account opening, and client requests. This will show us that you understand the importance of these processes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Aldrich & Co
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Be ready to discuss your experience with onboarding processes, KYC, and client servicing. The more you can demonstrate your expertise, the better!
✨Showcase Your Leadership Skills
As a Client Executive Team Lead, you'll need to show that you can lead and develop a team effectively. Prepare examples of how you've coached or supported your team in the past, and be ready to discuss your approach to performance management.
✨Be Detail-Oriented
This role requires a keen eye for detail, especially when it comes to managing client requests and compliance requirements. During the interview, highlight specific instances where your attention to detail made a difference in your previous roles.
✨Prepare for Stakeholder Management Questions
Expect questions about how you've liaised with third-party providers and managed stakeholder relationships. Think of examples that showcase your organisational skills and ability to coordinate complex tasks, as this will be crucial for the role.