Client Success Manager – Wealth Advice

Our preferred client is the Middle East’s only certified fiduciary, CII Chartered and fee-only firm.

The Opportunity

Are you an accomplished professional with a gift for building and nurturing relationships to ensure exceptional client experiences? Our client is seeking a remarkable Client Success Manager to join their dynamic Wealth Advice team. A career with our client represents a commitment to believing financial services should be a missionary profession and a recognition of the unparalleled opportunity to disrupt the status quo of traditional finance and create positive change in the world.

Within the Middle East, our client pioneers the delivery of life-led financial planning, systematic investment, and a unique human-centric model for serving high-net-worth individuals, families, and business owners. This means assisting clients in articulating meaningful goals and attaining them through actions and strategies consistent with their values. Clients come to them for wise, impartial advice from fiduciaries who act as trusted guides, bringing their expertise for better results.

Position Overview

In this role, the Client Success Manager will act as the primary liaison between our client and their valued clients, ensuring their needs are met with exemplary service and attention. They will inspire trust and support clients in achieving their financial goals while ensuring alignment with our client’s values and standards.

As a critical part of the client services ecosystem, the Client Success Manager will be passionate about working with financial planners and the client services team to deliver high-quality service and client delight. This position demands a proactive, highly organized, results-driven individual with a strong commitment to integrity and excellence, ready to thrive in a dynamic and evolving environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.

In This Role You’ll

• Develop and manage day-to-day relationships and service with clients, ensuring a clear understanding of their financial goals and needs.
• Support the onboarding of new clients and ensure a smooth transition.
• Attend the annual review meetings with the financial advisers.
• Lead the quarterly check-ins with clients.
• Deliver truly cared-for service, exceeding all client expectations and adding meaningful value.
• Effectively answer client queries, providing clear guidance and support.
• Act as a proactive liaison between the client and the financial adviser.
• Work closely with the Wealth Advice Associates and the Client Services team to ensure timely processing of all requests.
• Manage work effectively and be very well organized.
• Expand the client’s trust in our client by delivering exemplary service.
• Respond promptly and appropriately to clients’ questions and requests.
• Continuously seek improvement ideas to wow clients.

What You’ll Bring

• 5–10 years of experience in client relationship management roles.
• Commitment to always act in the client’s best interests.
• Proven ability to develop client relationships.
• Growth mindset and positive attitude.
• Ability to communicate in clear, concise, and client-friendly terms.
• Highly team-oriented work aptitude.
• Self-motivated to complete responsibilities with limited supervision.
• A unique ability/ something special.
• Possess curiosity/ experience in finance and personal well-being, with the ability to simplify and explain investment structures and basic investments to clients.
• Ability to thrive within a positive, candid, challenging, and collaborative environment—encouraging others to develop ways to work with them with a ‘How can WE’ mindset, increasing efficiency and effectiveness to better benefit clients.

What You’ll Get in Return – Culture and Philosophy

Since 2004, our client has been putting clients at the heart of everything. But the secret to the success of any organization is its people, and that’s why you’ll find our client to be a great place to work, driven by a passion for creating an exceptional work environment.

Their intention is to grow like other marketplace innovators and disruptors. This growth will give you accelerated personal and professional opportunity as well as a vocation. In the meantime, you’ll find a culture where teams obsess about creating amazing results for their clients. They work hard and together and are the market-leading professionals in their chosen specialisms. You’ll find investment in both your personal and professional development is a top priority for them. Here’s what they offer:

• Higher purpose.
• The opportunity to be of service to others.
• A values-driven culture.
• The opportunity to advance your craft, progress, and develop yourself.
• Stunning colleagues and a team-based approach.
• Collaborate, innovate, excel, and do the right thing while providing world-class service to their clients.
• Competitive salaries, comprehensive benefits, and opportunities for growth, while maintaining a positive work-life balance.

You’ll have the opportunity to learn from their team of experts, do impactful work, touch people’s lives, and be a part of their unique culture. They take great care of the people who take care of their clients.

Why Join Our Client?

Our client is about creating positive change. For you, for those you serve, and for wider society. Their goal is to make a real difference in people’s lives and their community. They’re right for people who want a progressive, professional, highly challenging, and rewarding long-term career—where you have the opportunity to control how far and fast you both grow and go.

The Process

1. Submit your application.
2. You’ll be invited for an initial 30-minute Teams/telephone interview with their HR team.
3. Innermetrix and work-related assessments.
4. 1–2 hour interview with the team leader and team members.
5. Final 30-minute culture fit interview with a senior leader.

If you’re interested in working with our client and think you would be a good fit, then please get in touch by applying below.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates. A minimum of 5 years experience working in the wealth management business is ideal. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required senior wealth management experience.