Client Executive Team Lead, Wealth Management 22971

Aldrich Co; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

Aldrich Co in London is seeking an experienced Client Executive Team Lead to oversee a private client portfolio, drive onboarding excellence and uphold high standards across client interactions and processes.

You will lead a team of Client Executives, manage onboarding (KYC, Source of Wealth), coordinate with custodians, respond to queries, and produce client reporting while supporting compliance and development.

Qualifications

• Proven experience in private client servicing or wealth management.
• Strong leadership and team-management capabilities.
• Excellent organisational and stakeholder-management skills.
• Proven ability to build lasting client relationships.

Responsibilities

• Oversee end-to-end onboarding for private clients.
• Lead and develop a team of Client Executives.
• Coordinate with custodians and providers for seamless operations.
• Manage client requests and produce accurate reporting.
• Drive process improvements and maintain compliant documentation.
• Respond to adviser queries with clarity and speed.
• Monitor performance metrics and capacity planning.

Skills

Private client servicing

Wealth management

Leadership

Stakeholder management

MS Office

Relationship building

Client service excellence

Tools

MS Office

Job description

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 supportCollaborating 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
• Commitment to delivering exceptional client outcomes