Wealth Client Relationship Lead

Wealth Client Relationship Lead

Full-Time On-site
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Mattioli Woods Limited is seeking an experienced administrator to manage a client portfolio in personal wealth management. The ideal candidate will build strong relationships, working proactively to ensure clients' needs are met and their interests protected.

This role requires clear communication, high attention to detail, and the ability to handle a fast-paced workload. Competitive salary and benefits include a supportive team environment and training opportunities.

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Wealth Client Relationship Lead employer: Mattioli Woods Limited

At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. As a Product Finance Assistant, you'll enjoy a competitive salary, a 34.5-hour working week, and the flexibility of hybrid working, all while contributing to meaningful projects that enhance our fee operations. With ample opportunities for training and career progression, you will be empowered to make a tangible impact in a dynamic environment that values your expertise and growth.

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Contact Details:

Mattioli Woods Limited Recruitment Team