Private Clients Associate

Job Description:

• Support Clients and Grow AUM: Your main goal is growing the assets held with Wahed. You do that by staying in touch with clients, answering their questions, and helping them understand how our products work.
• Be the face of Wahed: For your clients, you are the company. Look after your own client book, stay in regular contact and represent us with warmth, clarity and honesty.
• Pipeline and Productivity: Manage your pipeline in Zendesk: log every interaction, tag outcomes accurately, set follow-ups and keep records clean and current. Hit your weekly targets for calls, client meetings and follow-ups.
• Product Expertise: Build deep knowledge of Wahed’s full product range - GIA, ISA, SIPP, Workplace Pensions, Business Accounts, and alternative investments including real estate - and clearly explain the features of each so clients can make their own informed decisions. This is a non-advisory role: we provide information, not personal recommendations or financial advice.
• Work on UK initiatives: Contribute to innovative projects to drive growth with our operations, automations, AI, product, compliance and marketing teams.
• Feedback & Insights: Share learnings with the team on common questions, reasons clients leave, and what’s winning clients over to help improve retention and growth.

Job Specifications:

• A natural relationship builder: You run genuine conversations - asking good questions, listening properly, and understanding what each client is looking for from Wahed - rather than reading from a script. Clients come off the phone trusting you.
• Commercially driven and data-led: You're motivated by numbers. You review your own numbers - spot what's working and what isn't, and update your approach accordingly.
• A self-starter who stays sharp: You take ownership of your own learning - getting up to speed on our products, keeping current on markets, ISAs, pensions, and the halal investing space.
• A project owner: You can run a project alongside a client book, and you're genuinely interested in how women invest and what holds them back.
• A team contributor: You share what you're learning, suggest improvements to the process, and pitch in on the wider goals of the team and the organisation.

Essential:

• 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

Nice to have:

• Experience in financial services or investments
• Familiarity with halal or ethical finance

What You'll Get

• 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 - knowledge that compounds throughout your career.
• Competitive base salary plus other benefits.
• A front-row seat at a global fintech on a genuine mission, working from our Baker Street office with hybrid flexibility.