Client Services Executive – Wealth Management & Portfolio
Listed on 2026-10-11
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Finance & Banking
Portfolio & Asset Management, Wealth Management
James Hambro & Partners LLP in Edinburgh is seeking a Client Services Executive to join the Portfolio Management Team. You will be the primary contact for clients and intermediaries, ensuring timely, accurate responses and proactive service delivery across front-office activities.
The role supports onboarding, client reporting, and quarterly valuations, while coordinating with Risk & Compliance to meet regulatory requirements and maintain high service standards.
The following position is for a Client Services Executive – Wealth Management & Portfolio Support with James Hambro & Partners LLP.
As a Client Services Executive – Wealth Management & Portfolio Support, you will play an important part at James Hambro & Partners LLP in City of Edinburgh, Scotland, United Kingdom.
We invite applications for the Client Services Executive – Wealth Management & Portfolio Support position located in City of Edinburgh, Scotland, United Kingdom.
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