Wealth Management Service Executive

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre.

You can expect:

• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
• Competitive salary and non-contributory pension
• 30 days' holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year

Job Title: Wealth Management Service Executive

Location: London

Corporate Title: Assistant Vice President

As a Service Executive, you will act as a trusted partner to clients and the Front Office, providing support across lending, payments, operational processes and wider business initiatives.

You will take ownership of activities from initiation through to resolution, driving exceptional client outcomes, maintaining a robust control environment, and contributing to strategic Chief Operation Officer (COO) priorities, change delivery and process enhancement.

• Execute client transactions, including payments, security transfers and other banking instructions, ensuring timely processing and adherence to internal controls and regulatory requirements
• Support the end-to-end lending process by managing Lombard limit requests, loan drawdowns, rollovers and ongoing servicing, utilising key lending and banking platforms to ensure accurate and timely execution
• Take ownership of client pricing and fee administration, ensuring pricing arrangements are accurately recorded and maintained throughout the client lifecycle. Collaborate with Front Office and infrastructure teams to manage pricing changes, resolve complex fee-related queries and maintain the integrity of client charging processes
• Manage client maintenance and servicing activities, including portfolio openings, corporate actions processing, client reporting and account closures, ensuring all requests are completed accurately, efficiently and in accordance with internal policies, regulatory requirements and service standards.
• Identify and deliver process improvements that enhance client experience and operational efficiency

• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs
• Educated to degree level or equivalent qualification and/or work experience
• Strong understanding of Wealth Management products and services
• Proven experience using Avaloq within a Private Banking or Wealth Management environment, with the ability to confidently manage client servicing, transaction processing and account maintenance activities through the platform
• Proven ability to prioritise and manage a high-volume workload, delivering accurate and timely outcomes in a fast-paced, client-focused environment
• Strong understanding of regulatory requirements, risk management principles and control frameworks within a Private Banking or Wealth Management environment
• Proactive and solutions-oriented, with a strong sense of ownership, accountability and professionalism