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Wahed

Private Clients Associate

Wahed

. Support clients and grow assets under management by staying in touch, answering questions, and explaining products .

Posted 11/11/2026full-timeLondon • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and effective communication, with a focus on supporting clients in financial services. Proficient in managing client interactions and utilizing CRM tools to enhance client retention and growth.

Highest-signal resume keywords
Client Relationship ManagementCRM ProficiencyExcellent Communication SkillsFinancial Services ExperienceEthical Finance Familiarity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client Pipeline ManagementData LoggingProduct KnowledgeInvestment UnderstandingTarget Achievement
Soft Skills
Warm Phone MannerClient SupportInterpersonal Skills
Tools & Technologies
Zendesk
Industry Keywords
Wealth ManagementHalal FinanceEthical FinanceAlternative InvestmentsUK Financial Services

About the role

Key responsibilities & impact
  • Support clients and grow assets under management by staying in touch, answering questions, and explaining products
  • Manage and maintain a personal client book and represent Wahed with warmth, clarity, and honesty
  • Manage the client pipeline in Zendesk, including logging interactions, tagging outcomes, setting follow-ups, and maintaining records
  • Meet weekly targets for calls, client meetings, and follow-ups
  • Build expertise in Wahed's product range, including GIA, ISA, SIPP, Workplace Pensions, Business Accounts, real estate, and alternative investments
  • Provide information rather than personal recommendations or financial advice in this non-advisory role
  • Contribute to UK growth initiatives with operations, automation, AI, product, compliance, and marketing teams
  • Share client insights to improve retention and growth

Requirements

What you’ll need
  • 2+ years' experience in a client-facing role such as client services, account management, wealth, banking or sales
  • Excellent communication and a clear, warm phone manner
  • Comfortable with a CRM and data
  • Right to work in the UK
  • Experience in financial services or investments (nice to have)
  • Familiarity with halal or ethical finance (nice to have)

Benefits

Comp & perks
  • Competitive base salary plus other benefits
  • Real ownership from day one - your own clients, your own numbers, and your own projects to lead
  • Exposure to UK investment products and the fast-growing halal investing space
  • Hybrid flexibility
  • Working from the Baker Street office