Wealth Client Delivery Lead (Hybrid)

Job Description

A leading financial services firm in Glasgow is seeking a Client Delivery Lead to support wealth planners in managing high net worth client portfolios. Responsibilities include processing new business applications, coordinating meetings, and ensuring data accuracy. Ideal candidates have at least a year of experience in financial services administration and strong communication and organizational skills. The role offers a competitive salary and a range of employee benefits, contributing to a supportive hybrid work environment.