At a Glance
- Tasks: Deliver exceptional support to clients and manage day-to-day operations.
- Company: Leading financial institution with a focus on client service.
- Benefits: Trust, autonomy, and opportunities for relationship building in a dynamic environment.
- Other info: Fluency in English; additional languages are a plus.
- Why this job: Join a fast-paced team and make a real impact on client success.
- Qualifications: Experience in client-facing roles and knowledge of UK wealth management.
The predicted salary is between 30000 - 40000 £ per year.
Are you a client service professional with a passion for delivering exceptional support to sophisticated clients? We're working with a leading financial institution looking for a Client Executive to join their growing UK Custody & Asset Servicing business.
In this dynamic role, you’ll act as a key contact for institutional and private clients – including asset managers, family offices, and pension funds – ensuring seamless day-to-day operations, smooth onboarding, and long-term relationship success.
- Managing payments, account openings, online banking setup, and client documentation
- Supporting client onboarding and regulatory compliance processes
- Building long-term relationships and partnering with senior stakeholders to identify new opportunities
- Contributing to risk management, compliance, and internal controls
Proven experience in client-facing roles within asset servicing or private wealth. Strong knowledge of the UK wealth management landscape. Fluency in English (additional languages like French or German are a plus).
Expect trust, autonomy, and the opportunity to build strong, lasting client relationships in a fast-paced, service-led environment.
Client Service Executive - Asset Management in London employer: Ramsey Portia
Join a leading financial institution that prioritises exceptional client service and fosters a collaborative work culture. With a focus on employee growth, you will have access to ongoing training and development opportunities while working in a dynamic environment that values trust and autonomy. Located in the UK, this role offers the chance to build meaningful relationships with sophisticated clients, making it an ideal place for those seeking a rewarding career in asset management.
