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- Tasks: Lead client engagement and drive growth initiatives in a dynamic wealth management environment.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy a hybrid work model, competitive pay, and opportunities for professional growth.
- Other info: Collaborative team culture focused on continuous improvement and client satisfaction.
- Why this job: Shape the future of wealth management while making a real impact on client success.
- Qualifications: Strong communication skills and a passion for client engagement are essential.
The predicted salary is between 50000 - 60000 £ per year.
Fixed Term Contract Duration - 4 Months
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
- Level: 3
- Department: Marketing
- Location: London (Hybrid)
- Contract: Fixed Term Contract
The team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries.
The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts.
The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment. The candidate will also be working collaboratively to manage associated 'nurturing' activities to support potential new clients.
Client Lead Triage Manager | London, UK employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Lead Triage Manager | London, UK
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews! Research Quilter Cheviot and understand their values and services. We want you to show them that you’re not just another candidate, but someone who genuinely cares about their mission and can contribute to their growth.
✨Tip Number 3
Follow up after your interviews! A simple thank-you email can go a long way. It shows your enthusiasm and keeps you fresh in their minds. We believe that a little courtesy can make a big difference.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. We’re here to help you every step of the way, so let’s get you that job!
We think you need these skills to ace Client Lead Triage Manager | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Lead Triage Manager role. Highlight relevant experience and skills that align with our needs at Quilter Cheviot. We want to see how you can contribute to our growth initiatives!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background makes you a great fit for our team. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since this role involves engaging with prospective clients, make sure your application reflects your strong communication skills. Whether it's through your writing style or examples of past interactions, we want to see how you connect with others.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at Quilter Cheviot!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand Quilter Cheviot's business model and the wealth management industry. Familiarise yourself with their services, especially around lead generation and client engagement. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Lead Triage Manager, you'll need to engage with prospective clients effectively. Prepare examples of how you've successfully communicated with clients in the past, whether through inbound or outbound interactions. Highlight your ability to identify client needs and tailor your approach accordingly.
✨Collaborative Mindset
This role requires working closely with various teams. Be ready to discuss your experience in collaborative environments. Share specific instances where you’ve worked with different departments to achieve a common goal, emphasising your ability to create feedback loops and drive continuous improvement.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth initiatives and how this role contributes to them. This not only shows your interest but also helps you assess if the company culture aligns with your values and career goals.