Wealth Management Client Services

We are now recruiting for individuals with client services experience for a new and exciting wealth manager who have a small but growing presence here in London. The firm offers traditional wealth management services and also roboadvisory.

This is a fantastic opportunity for an individual with some experience in client services either from an Asset Manager or Private Banking background with a keen interest in Wealth Management.

Key responsibilities;

- Responsible for incoming calls, emails and providing high class professional experience
- Oversight of the onboarding process
- Continuous improvement of the client journey
- Work with the Operations and Technology teams to test new features of the service

Key skills;

- Strong academic background through to degree level
- Knowledge of the financial industry and investments
- Strong track record of interacting with clients
- Strong communication skills