Boutique Wealth Manager Client Executive

A client-centric support role in a high-touch wealth management environment. Join a collaborative and professional team helping private clients navigate their financial journey.

The Opportunity

• Boutique, London-based wealth manager known for tailored service and long-standing client relationships
• Support a dedicated book of high-net-worth individuals, handling everything from onboarding to ongoing servicing
• Work closely with Client Directors and internal teams across investment, operations, and compliance

Requirements

• Experience in a client-facing support role within private wealth or asset management
• Strong organisational skills and comfort with documentation, client onboarding, and CRM management
• Confident communicator with a proactive mindset and strong attention to detail

If you thrive in a fast-paced, client-focused environment and want to be part of a respected wealth management firm, we’d love to hear from you.