Client Services Executive – Wealth Management & Portfolio Support

Company: James Hambro & Partners LLP
Apply for the Client Services Executive – Wealth Management & Portfolio Support
Location: City of Edinburgh
Job Description:

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.

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Posted: October 9th, 2026