Boutique Wealth Manager – Client Executive
Efinancialcareers

London
•3 hours ago
•No application
About
A client-centric support role in a high-touch wealth management environment. Join a collaborative and professional team helping private clients navigate their financial journey. The Opportunity Boutique, London-based wealth manager known for tailored service and long-standing client relationshipsSupport a dedicated book of high-net-worth individuals, handling everything from onboarding to ongoing servicingWork closely with Client Directors and internal teams across investment, operations, and compliance Requirements Experience in a client-facing support role within private wealth or asset managementStrong organisational skills and comfort with documentation, client onboarding, and CRM managementConfident communicator with a proactive mindset and strong attention to detail If you thrive in a fast-paced, client-focused environment and want to be part of a respected wealth management firm, we’d love to hear from you.




