Client Lifecycle Lead - Wealth Management (Hybrid, London)

Client Lifecycle Lead - Wealth Management (Hybrid, London)

Full-Time 37800 - 46200 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client relationships and oversee administration in wealth management.
  • Company: Rathbones, a leading firm in financial services with a hybrid work culture.
  • Benefits: Great benefits, career development opportunities, and a supportive team environment.
  • Other info: Join a dynamic team in London with excellent growth potential.
  • Why this job: Be the key link between clients and investment teams, making a real difference.
  • Qualifications: Experience in financial services and GCSEs in English and Maths required.

The predicted salary is between 37800 - 46200 Β£ per year.

Rathbones in London is seeking a Client Service Executive to manage client relationships and oversee end-to-end administration.

You will act as the main liaison between clients, the investment team, and operations, ensuring timely and accurate onboarding and ongoing client support.

The role requires understanding of regulatory environment, experience in financial services, and GCSEs in English and Maths.

The team operates hybrid from London offices with a range of benefits and career development.

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Client Lifecycle Lead - Wealth Management (Hybrid, London) employer: Rathbone Brothers

Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.

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Contact Details:

Rathbone Brothers Recruitment Team

We think you need these skills to ace Client Lifecycle Lead - Wealth Management (Hybrid, London)

Client Relationship Management
End-to-End Administration
Regulatory Knowledge
Financial Services Experience
Onboarding Processes
Client Support
Communication Skills