About the Role
This is a role for someone who genuinely enjoys people — understanding what they want, building real trust, and staying in their corner for the long run. As a Client Partnership Executive, the successful candidate won't be pushing products off a shelf. They'll be the person clients call when they're thinking about their future — buying a first home, planning for a family, or figuring out how to protect what they've worked hard for.
This role sits within a leading financial services organisation, where the focus is on building genuine, long-term client partnerships rather than one-off transactions. It's a role built for someone early in their career who wants real ownership, real relationships, and a real career path — not just a job.
What You'll Do
Build and grow a portfolio of client relationships, starting from networking, referrals, and proactive outreach to identify people who could benefit from the organisation's solutions
Meet with clients to understand their life goals, financial priorities, and risk appetite — and translate that into practical, relevant solutions
Prepare clear, well-researched proposals and recommendations that clients can actually understand and act on
Stay on top of market trends and product knowledge so advice is always current and credible
Work closely with senior partners and internal teams to ensure a smooth journey for clients, from onboarding through to ongoing service
Take part in structured training and mentorship to sharpen both technical knowledge and relationship-building skills
What We're Looking For
Early-career professional (fresh grads welcome to apply)
A natural communicator — someone who can explain things simply and make people feel heard
Self-starter energy: comfortable reaching out, following up, and taking initiative without being micromanaged
Genuine curiosity about finance and business (formal finance background not required — willingness to learn is what counts! )
Organised and able to juggle multiple relationships and priorities at once
Integrity and professionalism — this role is built on trust, so that has to come first
Diploma/ Degree in Business, Finance, Communications, or related fields is a plus, but not mandatory