Wealth Manager Executive Assistant & Client Services Manager

About the role

The role serves as the first point of contact for clients and stakeholders, ensuring exceptional client service while providing high‑level administrative support to the Wealth Manager. Responsibilities include managing client queries, diary coordination, travel arrangements, and maintaining confidentiality.

Key responsibilities

• Act as primary contact for all client queries and instructions.
• Manage and coordinate the Wealth Manager’s diary, meetings, and appointments.
• Arrange travel, accommodation, and itineraries for the Wealth Manager.
• Prepare meeting packs, reports, and other documentation.
• Maintain accurate records, filing systems, and assist with onboarding processes.
• Screen calls, emails, and correspondence, ensuring deadlines are met.

Required profile

• Relevant qualification in Administration, Business, Finance or related field (advantageous).
• Minimum 5 years’ experience in client servicing and PA/administrative support within financial services.
• Strong organisational, time‑management and communication skills.
• Professional demeanor with ability to handle confidential information.

Required skills

• Microsoft Outlook
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint