Client Services Executive

BWD Search & Selection; Leeds; Hybrid; GBP 50,000 - 60,000; Part time

Job summary

BWD Search & Selection is representing a leading international wealth management firm in Leeds, seeking an experienced Client Service Executive or Investment Assistant to support a portfolio of high-net-worth clients.

You will work closely with a Relationship Manager, assist with investment dealing and client onboarding, attend meetings, and help manage complex wealth structures. Four days per week in the Leeds office with one day remote.

Qualifications

• Experience in private banking, wealth management or investment management in a client-facing support role.
• Strong knowledge of investment products and support for dealing/trading activity.
• Excellent relationship management with high-net-worth clients.
• Strong organisational skills and ability to manage competing priorities in a fast-paced environment.
• Proactive, solutions-focused approach to delivering exceptional client service.
• Level 4 CISI Investment Advice Diploma or equivalent; Level 3 considered for highly experienced candidates.

Responsibilities

• Act as a key contact for HNW/UHNW clients, delivering personalised service.
• Support investment activity, including trade placement across funds, equities and fixed income.
• Attend client meetings with the Relationship Manager to develop relationships.
• Assist clients with complex wealth structures, including portfolios, pensions, trusts, offshore bonds and family investment companies.
• Coordinate payments, account transfers, onboarding and ongoing servicing requirements.
• Collaborate with internal teams and external advisers to support clients.
• Contribute to growth and development of the client portfolio.

Skills

Client servicing

Wealth management

Investment dealing

Relationship management

Communication

Organizational skills

Proactive problem solving

Education

CISI Level 4 Diploma

CISI Level 3 Diploma

Job description

An exciting opportunity has arisen to join a leading international Wealth Management firm within its established and growing Leeds office.

We are looking for an experienced Client Service Executive, Investment Assistant or Private Banking professional to join a highly regarded team, supporting a substantial portfolio of high-net-worth and ultra-high-net-worth clients.

This is far more than a traditional client servicing or administrative position. You'll play an integral role in managing sophisticated client relationships, supporting investment activity and working closely with a successful Relationship Manager who continues to grow an already significant client portfolio.

For someone looking to take the next step within private banking, this offers an excellent opportunity to gain exposure to complex wealth structures, develop stronger client relationships and build a long-term career within a prestigious international organisation.

The Opportunity

Working closely with an established Relationship Manager, you'll support a significant and diverse portfolio of wealthy individuals, families and international clients.

The role offers genuine variety, combining investment dealing, client relationship management and operational coordination, with regular opportunities to attend client meetings and develop relationships with clients and their professional advisers.

Key responsibilities will include:

• Acting as a key point of contact for HNW and UHNW clients, delivering a highly personalised service.
• Supporting investment activity, including trade placement and execution across funds, equities and fixed income.
• Attending client meetings alongside the Relationship Manager and developing strong, trusted client relationships.
• Supporting clients with complex wealth structures, including investment portfolios, pensions, trusts, offshore bonds and family investment companies.
• Coordinating payments, account transfers, client onboarding and ongoing servicing requirements.
• Working closely with internal investment, advisory, operations and compliance teams, alongside external professional advisers.
• Playing a proactive role in supporting the continued growth and development of an established client portfolio.

About You

We're keen to speak with individuals who have experience within private banking, wealth management or investment management, ideally in a client-facing support capacity.

You’ll ideally bring:

• Experience as a Client Service Executive, Investment Assistant, Relationship Manager Assistant or within a similar wealth management role.
• Strong knowledge of investment products and experience supporting investment dealing and trading activity.
• Excellent relationship management skills, with confidence communicating directly with high-net-worth clients.
• Strong organisational skills and the ability to manage competing priorities in a fast-paced environment.
• A proactive, solutions-focused approach and genuine commitment to delivering exceptional client service.
• Level 4 CISI Investment Advice Diploma or equivalent qualification, although highly experienced individuals holding Level 3 will also be considered.

We are particularly interested in individuals who enjoy the client-facing side of wealth management and are looking for a role offering greater responsibility, exposure and long-term development.

Why Consider This Opportunity?

This is an excellent opportunity to join an internationally recognised private banking organisation with a reputation for exceptional client service and a highly collaborative culture.

Some of the key highlights include:

Competitive remuneration:

£50,000–£60,000 basic salary, with potential flexibility for exceptional candidates.

Attractive bonus structure:

Annual discretionary bonus alongside the potential for additional recognition awards linked to the Relationship Manager's client portfolio.

Exceptional client exposure:

Work with sophisticated HNW and UHNW clients, including international families and complex wealth arrangements.

Genuine client-facing responsibility:

An opportunity to build meaningful client relationships rather than working in a purely administrative capacity.

Excellent career development:

Potential progression into more senior positions

Four days per week in a modern Leeds office, with one day working from home.

Supportive, collaborative culture: An established team with excellent staff retention and a genuine emphasis on internal development.

Whether you're an experienced Client Service Executive looking for a long-term career within a prestigious private bank, or an ambitious Investment Assistant seeking greater exposure to sophisticated clients and investment activity, this is an opportunity well worth exploring.