Leading Wealth Manager based in London is looking for a Client Services Manager. This role is based within the Wealth Planning area and requires someone with a strong knowledge of Private Client side of the business.

  • The specific responsibilities of the Client Services Manager are:
    • Ensure the client service is delivered day to day to an exceptionally high standard
    • Manage and develop the team (currently 6 individuals)
    • Develop a strong relationship with the client facing teams ensuring good communication
    • Problem solve more complex matters or client issues
    • Work with the wider business to enhance our procedures, systems and controls to support business growth

  • QUALIFICATIONS AND EXPERIENCE
    • Extensive experience in a private client business
    • Good knowledge of financial products across pensions, protection and investment
    • Experience of running a team, supervising and developing staff
    • Excellent understanding of key compliance requirements such as treating customers fairly, suitability and anti-money laundering.
    • Understanding of the HNW market