Wealth Management Service Executive

Job Description:Job Title: Wealth Management Service ExecutiveLocation: LondonCorporate Title: Assistant Vice PresidentAs 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.What we’ll offer youA 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 themCompetitive salary and non-contributory pension30 days’ holiday plus bank holidays, with the option to purchase additional daysLife Assurance and Private Healthcare for you and your familyA range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefitsThe opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per yearYour key responsibilitiesExecute client transactions, including payments, security transfers and other banking instructions, ensuring timely processing and adherence to internal controls and regulatory requirementsSupport 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 executionTake 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 processesManage 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 efficiencyYour skills and experienceProven 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 outputsEducated to degree level or equivalent qualification and/or work experienceStrong understanding of Wealth Managem...