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Wealth Management Client Experience Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-01
Listing for:
IPOE Consulting
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
IPOE Consulting in Edinburgh is seeking a Client Services Executive to join its Portfolio Management team. This permanent role offers a salary of £35,000 and the opportunity to work in a respected wealth management firm.
The successful candidate will have around two years of client services experience, excellent communication skills, and a willingness to learn. The position involves supporting clients and portfolio managers while maintaining regulatory standards.
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