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Client Lead - Wealth Management

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Rathbone Brothers
Full Time position
Listed on 2026-07-04
Job specializations:
  • Management
    Client Relationship Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 70000 GBP Yearly GBP 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: New Client Experience Lead - Wealth Management

Rathbone Brothers in Liverpool is looking for a Client Service Lead to oversee the New Client Team, ensuring prospective clients receive exceptional service from their first interaction. The role involves coaching and developing a high-performing team focused on delivering effective client engagement via various communication channels.

The ideal candidate will have strong people management skills, experience in a regulated client-focused environment, and an ability to drive improvements in service and performance. We offer a comprehensive benefits package, including a non-contributory pension and private medical insurance.

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