Wealth Platform Client Services Lead (Hybrid)
Wealth Platform Client Services Lead (Hybrid)

Wealth Platform Client Services Lead (Hybrid)

Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead client services for high-profile clients and manage a small team.
  • Company: A leading fund management company in London with a strong reputation.
  • Benefits: Hybrid working model, generous leave, and pension schemes.
  • Why this job: Join a dynamic team and make a real impact in wealth services.
  • Qualifications: Strong background in wealth services and excellent communication skills.
  • Other info: Great opportunity for career growth in a supportive environment.

The predicted salary is between 43200 - 72000 £ per year.

A leading fund management company in London is seeking a Client Services Manager for Wealth & Platforms to lead client service for their high-profile clients. You will manage client relationships, oversee a small team, and partner closely with the Wealth Sales team.

The ideal candidate has a strong background in wealth services, excellent communication skills, and is IMC qualified.

This role offers a hybrid working model with competitive workplace benefits including generous leave and pension schemes.

Wealth Platform Client Services Lead (Hybrid) employer: Royal London Group

As a leading fund management company in London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our hybrid working model allows for flexibility, while our competitive benefits package, including generous leave and pension schemes, ensures that our employees feel valued and supported in their roles. Join us to make a meaningful impact in the wealth services sector and thrive in an environment that champions collaboration and excellence.
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Contact Detail:

Royal London Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Platform Client Services Lead (Hybrid)

✨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 opportunities. A personal recommendation can go a long way in landing that Client Services Manager role.

✨Tip Number 2

Prepare for those interviews by researching the company and its clients. Understand their services and be ready to discuss how your experience aligns with their needs. We want you to shine as the ideal candidate!

✨Tip Number 3

Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, as a Client Services Manager, you'll need to demonstrate that you can manage relationships effectively.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Wealth Platform Client Services Lead (Hybrid)

Client Relationship Management
Team Leadership
Wealth Services Knowledge
Communication Skills
IMC Qualification
Collaboration with Sales Teams
Problem-Solving Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your background in wealth services and any relevant qualifications like the IMC to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for leading client services. Be genuine and let your personality come through.

Showcase Team Leadership Experience: Since you'll be overseeing a small team, it's important to highlight any previous leadership roles you've had. Share specific examples of how you've successfully managed teams and built strong client relationships.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Royal London Group

✨Know Your Wealth Services Inside Out

Make sure you brush up on your knowledge of wealth services and platforms. Understand the latest trends and challenges in the industry, as well as the specific offerings of the company you're interviewing with. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨Showcase Your Communication Skills

As a Client Services Manager, communication is key. Prepare examples of how you've effectively managed client relationships in the past. Think about times when you resolved conflicts or improved client satisfaction. Practising these scenarios will help you articulate your experience clearly during the interview.

✨Team Leadership Experience Matters

Since you'll be overseeing a small team, be ready to discuss your leadership style and experiences. Share specific instances where you've successfully led a team, highlighting your ability to motivate and develop others. This will show that you can not only manage client relationships but also foster a positive team environment.

✨Prepare Questions for Them

Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation.

Wealth Platform Client Services Lead (Hybrid)
Royal London Group
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