Client Lifecycle Lead – Private Wealth Services

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

Job summary

Rathbones is seeking Head of Advice for its Private Office in London. The role focuses on client-facing service and relationship management, leading client lifecycle tasks, and ensuring an excellent client experience within a centrally managed operating model.

The role requires strong attention to detail, regulatory awareness, and a track record in financial services client administration. Ideal for someone pursuing professional qualifications and aiming to progress within the firm.

Qualifications

• Experience in client lifecycle administration and end-to-end administration processes in financial services.
• Interest in pursuing relevant professional qualifications within the firm.
• Knowledge of regulatory environment affecting private client services.

Responsibilities

• Develop and maintain relationships with clients and business stakeholders to deliver client outcomes.
• Manage client lifecycle administration for timely, efficient client experiences.
• Act as main liaison between client, investment team, operations and other stakeholders.
• Ensure adherence to Operating Model across onboarding, transfers, payments, and valuations.
• Support client suitability gathering and preparation of client summaries/welcome letters.
• Collaborate with team to share best practices in client administration.
• Attend client meetings and lead discussions on administration matters.
• Handle complex client lifecycle tasks such as estate/deceased/probate.

Skills

Client relationships

Relationship management

Regulatory knowledge

Attention to detail

Professional qualifications

Financial services experience

GCSE English/Maths

Education

GCSE English

GCSE Maths

Job description

Rathbones is seeking Head of Advice for its Private Office in London. The role focuses on client-facing service and relationship management, leading client lifecycle tasks, and ensuring an excellent client experience within a centrally managed operating model.

The role requires strong attention to detail, regulatory awareness, and a track record in financial services client administration. Ideal for someone pursuing professional qualifications and aiming to progress within the firm.