Private Clients Associate (Fintech)

Location: London, UK; hybrid work with flexibility from the Baker Street office. Right to work in the UK required.

Company

hirify.global is a global fintech company building ethical, accessible, interest-free financial products, including Shariah-compliant ETFs, savings alternatives, and no-leverage real estate investments.

What you will do

• Manage a personal client book, maintain regular contact, answer questions, and help clients understand hirify.global’s products.
• Grow assets under management through client engagement, follow-ups, and clear product communication.
• Manage the client pipeline in Zendesk, accurately record interactions and outcomes, schedule follow-ups, and meet weekly activity targets.
• Build expertise across GIA, ISA, SIPP, workplace pensions, business accounts, and alternative investments including real estate.
• Contribute to UK growth initiatives with operations, automation, AI, product, compliance, and marketing teams.
• Share client insights, including common questions, churn reasons, and factors supporting retention and growth.

Requirements

• At least 2 years of experience in a client-facing role such as client services, account management, wealth, banking, or sales.
• Excellent communication skills and a clear, warm phone manner.
• Comfort working with a CRM and data.
• Right to work in the UK.
• Ability to build genuine client relationships, ask effective questions, listen carefully, and understand client needs.
• Commercially driven and data-led, with the ability to review performance metrics and adapt the approach.
• Self-directed approach to learning, including staying current on products, markets, ISAs, pensions, and halal investing.
• Ability to run projects alongside managing a client book and contribute to team and organisational improvements.

Nice to have

• Experience in financial services or investments.
• Familiarity with halal or ethical finance.

Culture & Benefits

• Ownership of personal clients, performance metrics, and projects from day one.
• Exposure to UK investment products and the growing halal investing sector.
• Competitive base salary plus additional benefits.
• Hybrid flexibility from the Baker Street office within a global fintech.