Private Clients Associate

Job Brief:
Every client who joins Wahed is choosing to manage their money in line with their values, and in our Private Clients team, you’re the person they come to know. You’ll look after your own client book, build relationships that last, and see the direct impact of your work in real numbers every week. It’s a brilliant next step in fintech and investments: you’ll go deeper on our full product range and take real ownership from day one.

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.