Be the person who makes exceptional client experiences happen.

At Boutique Advisers Private Wealth, we believe great financial advice is about more than wealth. It's about helping people feel confident about their future.

We're looking for an experienced Client Manager who thrives in a fast-paced environment, loves building strong relationships, and can juggle multiple priorities without ever dropping the ball.

You'll work alongside our advisers to support a portfolio of high-value clients, ensuring every interaction is seamless, every detail is covered, and every client feels genuinely cared for.

What you'll be doing

As a Client Manager, you'll be at the heart of the client journey, supporting our clients through every stage of the advice process.

You'll:

Build trusted relationships with clients and become their go-to support person
Coordinate client meetings, implementations, paperwork and follow-up actions
Manage competing priorities and deadlines with confidence
Liaise with product providers, platforms and professional partners
Ensure client records, workflows and compliance requirements are maintained to a high standard
Work closely with advisers to deliver an exceptional client experience
Proactively identify opportunities to improve processes and efficiency

About you

You'll be someone who:

✅ Loves helping people and delivering outstanding service

✅ Has exceptional attention to detail

✅ Can manage multiple tasks, deadlines and personalities simultaneously

✅ Stays calm under pressure and enjoys a fast-moving environme

Responsibilities