Wealth manager Work, Jobs in Harpenden (with Salaries)

Client Retention Manager
Hackstons —London
- Up to £50,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Store discount
- Employee discount
Quick apply
Community Wealth Building Manager
Luton Borough Council —Luton
- £50,269 - £53,460 a year
- Remote
- Relocation assistance
- Annual leave
14d
Continuous Improvement Manager
Lockheed Martin Corporation —Ampthill
- £70,000 - £86,000 a year
- Full-time
- Analysis skills
- No degree
- Agile
- Employee assistance programme
- Employee discount
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Bachelor's degree
- Communication skills
Business Development Manager
Global Brands LTD —London
- Full-time
- Microsoft Powerpoint
- Sales
- Salesforce
- Health & wellbeing programme
- Work from home
Quick apply
Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
Solutions Engineer
Ruleguard —London
- £100,000 - £120,000 a year
- Full-time
- AI
- Communication skills
Quick apply
German or French Speaking Institutional Client Service Relationship Manager
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- In-person
- Annual leave
- Work from home
Programme Manager Defence - Major Subcontracts
Lockheed Martin Corporation —Ampthill
- £66,000 - £82,000 a year
- Full-time
- Hybrid work
- Management
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Implementation Consultant
Canoe Intelligence —London
- £55,000 - £65,000 a year
- Hybrid work
- Salesforce
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Subcontract Manager
Lockheed Martin Corporation —Ampthill
- £49,000 - £61,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Audit Semi Senior - International
BDO —London
- Full-time
- Travel
Strategic Account Manager
GlobalData Plc. —London
- £90,000 - £100,000 a year
- Full-time
- Sales
- English
- Business development
Manager (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —London
- Microsoft Outlook
- English
- Business development
Manager – Senior Manager, FP&A Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership
Deloitte —London
- Hybrid work
- Oracle
- Mentoring
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
Wealth Management Relationship Manager
Deutsche Bank —London
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Employee discount
Marketing Manager
Hackstons —London
- £55,000 - £65,000 a year
- CRM software
- Employee discount
eDiscovery Manager
BDO —London
- Full-time
- Travel
- Organisational skills
- Time management
FP&A Manager
FNZ —London
- Full-time
- Communication skills
9d

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wealth manager jobs near harpenden

Client Retention Manager

Hackstons
London

Quick apply

Job details

Permanent | Full-time
Up to £50,000 a year

Benefits

Store discount
Company pension
Employee discount

Qualifications

Content creation
Organisational skills
Financial services
Account management
Leadership
Communication skills

Full job description

Client Retention Manager: Alternative Assets / Private Clients / Unregulated Investments

Location: The Gherkin Building, London (Office‑Based)

Salary: Up to £50,000 Depending on Experience

Contract: Full-time, Permanent

About Hackstons

Hackstons is a London-based luxury asset firm specialising in fine wine, rare whisky and alternative investments. We support private clients in building long‑term wealth through premium asset ownership, backed by education, secure storage and a curated retail experience.

With a growing base of private cask clients, we are investing in strengthening our client engagement, retention, and long-term value delivery.

The Role

We are seeking an experienced and commercially focused Client Retention Manager to take ownership of client engagement and long-term value across our growing client base. This role is central to how we retain clients, increase lifetime value, and influence client behaviour over time. You will be responsible for ensuring clients remain engaged, informed, and aligned with long-term holding strategies, while maximising repeat investment and reducing attrition. You will act as a key voice of the business, delivering market insight, investment context, and strategic guidance, while reinforcing Hackstons’ position as the trusted partner in managing and ultimately exiting client assets.

This is not a passive relationship management role. It requires someone who can actively shape client thinking, drive retention strategies, and take ownership of client outcomes.

Key Responsibilities

· Manage ongoing relationships with cask investors via phone, Zoom and in-person meetings and host clients at our Knightsbridge retail space when required.

· Deliver the client retention strategy and increase lifetime value

· Identify and address attrition risks early

· Provide market updates and educate clients on long‑term holding strategies

· Support clients through their full journey, ensuring a premium experience

· Produce written/video content for client updates

· Track and report on retention metrics (LTV, repeat investment, engagement)

What We’re Looking For

Essential:

· 3–5 years’ experience in customer retention, account management or similar role

· Background in financial services, investments or alternative assets

· Strong communication skills with high‑value clients

· Proven success managing high value client relationships and ability to explain complex investment concepts clearly

· Strong organisational skills and ability to manage a large client base.

Desirable:

· Personal interest or experience in investing (traditional or alternative).

· Content creation experience (written or video).

· Credible and confident with high-net-worth clients.

· Commercially minded with strong understanding of investor behaviour

What We Offer

· Ownership of a high‑value, growing client base

· Central role in shaping retention strategy and client experience

· Exposure to alternative investments and HNW clients

· Collaborative, ambitious environment

· Company pension

· Eligibility for our Cask Loyalty Programme (gifted casks at 3, 5 and 10 years)

· Staff discount in our Knightsbridge retail experience

Job Types: Full-time, Permanent

Pay: Up to £50,000.00 per year

Benefits:

Company pension
Employee discount
Store discount

Application question(s):

Are you comfortable educating clients on long‑term investment strategies and guiding them away from premature exit?
Do you have experience explaining financial or investment‑related concepts to clients? (market conditions, asset performance)
Do you have experience working with private clients, HNW individuals or in a investment environment?
Have you managed a portfolio of clients where you were responsible for retention, engagement, or influencing client decisions?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in harpenden

Client Retention Manager

Community Wealth Building Manager

Continuous Improvement Manager

Manager - BCG Vantage - Principal Investors & Private Equity

Business Development Manager

Wealth Manager

Solutions Engineer

German or French Speaking Institutional Client Service Relationship Manager

Programme Manager Defence - Major Subcontracts

Implementation Consultant

Subcontract Manager

Audit Semi Senior - International

Strategic Account Manager

Manager (Wealth Management & Retail Investments)

Manager – Senior Manager, FP&A Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership

Client Relationship Manager

Wealth Management Relationship Manager

Marketing Manager

eDiscovery Manager

FP&A Manager

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