Client Executive Team Lead, Wealth Management

Are you an experienced Client Executive in wealth management/financial services with a track record of delivering a seamless onboarding experience?

Are you detail orientated with stakeholder and team management capabilities?

Would you enjoy a role that combines hands-on client servicing with team leadership, ensuring high standards across client interactions and operational processes?

A leading investment firm is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients while driving operational excellence and team performance.

What you’ll be doing:

• Managing end-to-end onboarding, including account opening, KYC and Source of Wealth requirements
• Liaising with third-party providers (custodians, pension providers, etc.)
• Coordinating asset transfers and credit documentation
• Ensuring all onboarding documentation is compliant and up to date
• Overseeing client requests such as withdrawals, ISA subscriptions, transfers, and account changes
• Responding to client and adviser queries with accuracy and efficiency
• Producing client reporting materials and maintaining CRM records
• Supporting annual suitability reviews and ongoing compliance requirements
• Leading and developing a team of Client Executives
• Acting as escalation point for operational challenges
• Monitoring team performance, capacity and service delivery metrics
• Providing coaching, training and career development support
• Collaborating with senior leadership to integrate and optimise client service functions
• Driving efficiency improvements across workflows and processes
• Supporting business projects and system enhancements
• Maintaining high standards of documentation, compliance and client communication

The skills you need to bring:

• Proven experience in private client servicing or wealth management
• Strong leadership and team management capabilities
• Excellent organisational and stakeholder management skills
• Advanced MS Office
• Excellent relationship builder
• Approachable manner
• Commitment to delivering exceptional client outcomes