Account Executive

Experience: Engaging with prospective investors, supporting portfolio managers, and learning the foundations of wealth and investment management

Location: London (On-site)

Salary: Up to £45k + benefits

ASAP

Key Responsibilities

• Develop a strong understanding of investment and wealth management principles.
• Learn and articulate the firm’s investment philosophy, strategies, and products to prospective clients.
• Engage with potential investors to understand their objectives and financial goals.
• Schedule and lead introductory calls to identify client needs and next steps.
• Present the firm’s value proposition to convert leads into long-term relationships.
• Support the investment management team during client meetings and onboarding processes.
• Maintain accurate data in the CRM system and uphold regulatory and compliance standards.

What We’re Looking For

We’re interested in individuals who are:

• Driven, articulate, and eager to learn.
• Confident communicators with strong interpersonal skills.
• Professional and motivated by client success.

Preferred background and skills

• Experience in a sales or client-facing environment.
• Exposure or interest in financial services (wealth management, private banking, advisory).
• A degree in a relevant discipline.
• Familiarity with financial terms and investment concepts.
• Interest in pursuing professional qualifications (e.g., CISI, CFA).
• Experience using CRM systems (Salesforce preferred).

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Staffing and Recruiting

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