Aldrich & Company Limited is seeking an experienced Client Executive Team Lead in wealth management to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.
You will manage onboarding, liaise with third-party providers, coordinate asset transfers and ensure compliant documentation, while coaching and developing a team to deliver exceptional client outcomes.
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Wealth Client Executive Team Lead in City of London employer: Aldrich & Company Limited
Aldrich & Company Limited is an exceptional employer located in the vibrant City of London, offering a dynamic work environment that thrives on collaboration and proactive engagement. Employees benefit from a supportive culture that prioritises professional growth, alongside competitive benefits tailored to enhance work-life balance. Joining our team means being part of a fast-paced private equity firm where your contributions are valued and opportunities for development are abundant.
