Client Executive Team Lead, Wealth Management

Aldrich & Co; Greater London; On-site; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Benefits

Job summary

Aldrich & Co is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients within our wealth management division. You will drive onboarding, governance and service delivery across advisory and operations with a focus on client outcomes.

Lead and develop a team of Client Executives, oversee capacity and performance metrics, coordinate with custodians and advisers, and report on client activity and compliance while implementing efficiency improvements

Qualifications

• Proven experience in private client servicing or wealth management.
• Proven leadership and team-management capabilities.
• Excellent organisational and stakeholder management skills.
• Advanced MS Office skills and CRM proficiency.

Responsibilities

• 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 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.

Skills

Leadership

Stakeholder management

Client servicing

CRM

MS Office

Relationship building

Coaching

Tools

CRM software

Job description

Aldrich & Co is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients within our wealth management division. You will drive onboarding, governance and service delivery across advisory and operations with a focus on client outcomes.

Lead and develop a team of Client Executives, oversee capacity and performance metrics, coordinate with custodians and advisers, and report on client activity and compliance while implementing efficiency improvements