Temple Row Wealth Management
Financial Client Account Executive
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Company Description
At Temple Row Wealth Management, we do more than manage investments – we help people build the life they want to live. We work closely with individuals and families to bring clarity, confidence and peace of mind to their financial future. We understand that money means something different to everyone. For some, it’s security. For others, it’s freedom, opportunity, or the ability to support the people they love. Our role is to understand what matters most and help our clients achieve the goals that matter to them.
Role Description
The Financial Client Account Executive is a full-time, on-site role based in Royal Sutton Coldfield. This position is responsible for:
- Building client relationships
- Handling day-to-day account management
- Ensuring a high standard of service delivery
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The role involves:
- Overseeing client portfolios
- Supporting financial planning and reporting
- Coordinating with internal and external teams to address client needs
The Financial Client Account Executive will also:
- Identify opportunities for additional services
- Prepare presentations and proposals
- Support sales activities to grow existing accounts
Qualifications
- Strong Communication skills for client interaction, presentations, and internal collaboration
- Account Management experience, including handling client portfolios and maintaining long-term relationships
- Finance knowledge and numerical aptitude for understanding financial products, reporting, and analysis
- Sales skills to identify opportunities, support business development, and promote services to clients
- Project Management abilities to coordinate tasks, meet deadlines, and manage multiple client requests
- Attention to detail and high level of accuracy in documentation and financial data
- Proficiency in common office software and financial tools (e.g., spreadsheets, CRM systems)
- Relevant education in Finance, Business, or a related discipline, or equivalent professional experience
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To express your interest in this role
Please send a cover letter outlining your relevant experience and your CV to Hello@TempleRow.co.uk
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