Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team to deliver exceptional client onboarding and service in wealth management.
- Company: A leading investment firm focused on operational excellence and client satisfaction.
- Benefits: Competitive salary of £60,000 plus benefits, including career development opportunities.
- Why this job: Make a real impact by enhancing client experiences and leading a dedicated team.
- Qualifications: Experience in wealth management and strong leadership skills required.
- Other info: Dynamic role with opportunities for professional growth and collaboration with senior leadership.
The predicted salary is between 60000 - 60000 £ per year.
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
Client Executive Team Lead in London employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive Team Lead 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 a Client Executive Team Lead role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for 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 perfect fit for the role.
✨Tip Number 3
Showcase your leadership skills! Think of examples where you've led a team or improved client servicing processes. This will help you stand out as someone who can drive operational excellence and support your future team.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Client Executive Team Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Executive Team Lead role. Highlight your wealth management experience and any leadership roles you've had, as we want to see how you can bring value to our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client servicing and how your background makes you the perfect fit for this role. Be sure to mention specific examples of your achievements in onboarding and team management.
Showcase Your Attention to Detail: Since this role involves managing compliance and documentation, it's crucial to demonstrate your attention to detail. Whether it's through your CV format or the examples you provide, make sure we can see that you take pride in getting things right.
Apply Through Our Website: We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and you'll have access to all the latest updates about the role and our company. We can't wait to hear from you!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific services the firm offers. Be ready to discuss your previous experience in client servicing and how it relates to the role of a Client Executive Team Lead.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership capabilities. Think about times when you've successfully managed a team or improved processes. This will demonstrate your ability to lead and develop a team of Client Executives effectively.
✨Be Detail-Oriented
Since the role requires managing compliance and documentation, be prepared to discuss how you ensure accuracy in your work. Bring examples of how you've handled KYC and Source of Wealth requirements in the past.
✨Engage with Stakeholders
Think about how you can build relationships with both clients and third-party providers. Be ready to share your strategies for effective communication and collaboration, as this is key to ensuring high standards across client interactions.