Wealth Management Associate
4 weeks ago
We are seeking a highly motivated and experienced Wealth Management Associate to join our team at Spark Private Wealth. As a key member of our client service team, you will be responsible for providing exceptional support to our high net worth clients. Your primary focus will be on delivering tailored investment solutions, ensuring timely resolutions to client queries, and maintaining accurate records.
About the RoleThis is a full-time position that requires a minimum of 7 years of experience in handling client servicing for wealth management products. If you have a strong service-oriented approach, excellent communication skills, and a passion for delivering best-in-class client experiences, we encourage you to apply.
Key Responsibilities- Engage proactively with clients, ensuring their needs are met and exceeded.
- Provide timely resolution to client queries and requirements.
- Maintain accurate records, including portfolio statements and client documentation.
- Coordinate with internal and external teams to ensure seamless execution of client transactions.
To succeed in this role, you must possess:
- A minimum of 7 years of relevant experience in handling client servicing for wealth management products.
- A service-oriented approach, with a strong focus on delivering exceptional client experiences.
In return for your expertise and dedication, we offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience.
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Regional Leadership Position
2 weeks ago
Kolkata, West Bengal, India Emkay Wealth Management Full timeJob OverviewAt Emkay Wealth Management, we are seeking a seasoned Regional Head to lead our wealth management business in the region. The ideal candidate will have a proven track record of driving sales growth, building strong client relationships, and delivering exceptional results.ResponsibilitiesDevelop short-term and long-term sales strategies for the...
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Private Wealth Manager
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout the Role:We are seeking an experienced Private Wealth Manager to join our team at Spark Private Wealth. In this role, you will be responsible for delivering exceptional client service and driving revenue growth.Key Responsibilities:Engage proactively with clients to understand their needs and preferences.Develop and implement personalized investment...
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Wealth Management Specialist
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Kolkata, West Bengal, India Spark Private Wealth Full timeJob Title: Wealth Management SpecialistWe are seeking a skilled Wholesale Client Service Executive to join our team at Spark Private Wealth. This is an exciting opportunity for an experienced professional to leverage their expertise in client servicing and contribute to the growth of our wealth management business.About the Role:The successful candidate will...
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Wealth Management Professional
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeCompany OverviewSpark Private Wealth is a leading provider of wealth management services, dedicated to delivering exceptional client experiences.Salary and BenefitsWe offer an attractive salary package, estimated to be around $80,000 per annum, along with a range of benefits designed to support your well-being and career growth.Job DescriptionIn this role,...
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Senior Sales Strategist
2 days ago
Kolkata, West Bengal, India Emkay Wealth Management Full timeOverview:Emkay Wealth Management seeks a seasoned sales strategist to drive growth and excellence in its Regional Wealth Management Business.About the Role:To devise and execute short-term and long-term sales strategies aligned with the organization's overall strategic objectives, ensuring seamless execution across the region.Establish standardized and...
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Investment Support Professional
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout Spark Private WealthSkip to Job Details ShareAt Spark Private Wealth, we're committed to helping our clients achieve their financial goals through tailored investment solutions. Our team of experienced professionals is dedicated to delivering exceptional client experiences, and we're seeking a highly motivated and experienced Wealth Management...
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Wealth Portfolio Manager
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Client Success Associate
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Kolkata, West Bengal, India Spark Private Wealth Full timeRole Overview:We are seeking an experienced Client Onboarding Specialist to join our team at Spark Private Wealth. This is an exciting opportunity for a skilled professional to leverage their expertise in client onboarding and contribute to the growth of our wealth management business.About the Role:The successful candidate will be responsible for onboarding...
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Senior Wealth Management Professional
2 days ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the RoleWe are seeking an experienced Senior Wealth Management Professional to join our team at Anand Rathi Share and Stock Brokers Ltd. As a key member of our wealth management division, you will play a vital role in acquiring and managing high net worth relationships.
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Investment Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeOverviewSpark Private Wealth is a leading provider of wealth management services, dedicated to delivering exceptional client experiences. Our team is passionate about building long-term relationships with our clients and helping them achieve their financial goals.Job SummaryWe are seeking a highly skilled and experienced Investment Relationship Manager to...
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Senior Wealth Management Strategist
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Kolkata, West Bengal, India Emkay Global Financial Services Ltd Full timeJob Title: Senior Wealth Management Strategist Company Overview: Emkay Global Financial Services Ltd is a leading financial services company that offers a wide range of products and services to its clients. Our team is committed to delivering exceptional results and building long-term relationships with our clients. Estimated Salary: ₹25,00,000 -...
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Investment Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout the Opportunity:We are excited to offer a career opportunity as an Investment Relationship Manager at Spark Private Wealth. In this role, you will be responsible for managing complex client relationships and driving business growth.Key Responsibilities:Develop and maintain strong relationships with high net worth individuals and families.Design and...
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Strategic Wealth Manager
1 week ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeWe are Abakkus Asset Manager Private Limited, a boutique asset manager with a strong focus on alpha generation. Our team of experienced professionals is dedicated to providing exceptional wealth management services.As a Strategic Wealth Manager at Abakkus Asset Manager Private Limited, you will play a key role in driving our business forward. We are seeking...
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Senior B2B Channel Development Leader
2 weeks ago
Kolkata, West Bengal, India Nuvama Wealth Full timeJob Description:We are seeking a seasoned professional to lead our sales efforts in the B2B space. As a Senior B2B Channel Development Leader, you will be responsible for driving revenue growth through strategic partnerships and team management.About Us:Nuvama Wealth is a leading provider of wealth management solutions, with a focus on delivering exceptional...
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Senior Financial Services Leader
2 days ago
Kolkata, West Bengal, India Nuvama Wealth Full timeCompany Overview:Nuvama Wealth is a leading wealth management company that offers a range of financial products to its clients.About the Role:We are seeking an experienced Branch Manager to lead our B2B channel in Kolkata. The successful candidate will be responsible for driving revenue growth, developing and managing a team, and identifying new business...
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Elite Wealth Advisory Specialist
4 days ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Anand Rathi Share and Stock Brokers Ltd. is committed to delivering exceptional wealth management services to its esteemed clientele.Job Overview:We are seeking an experienced Elite Wealth Advisory Specialist to join our team of skilled professionals in Private Banking/Wealth Management.The ideal candidate will be responsible for building and maintaining...
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Private Client Service Specialist
4 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout the OpportunitySkip to Job Details ShareSpark Private Wealth is seeking an Investment Support Professional to join its private client service team. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a passion for delivering best-in-class client experiences.Key ResponsibilitiesThe successful...
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Private Client Service Executive
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Kolkata, West Bengal, India Spark Private Wealth Full timeJob Summary:At Spark Private Wealth, we are committed to delivering exceptional service to our high net worth clients. We are seeking a skilled Clinical Relationship Manager to join our team and contribute to the growth of our wealth management business.About the Role:The successful candidate will be responsible for providing exceptional service to clients,...
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Associate Director of Client Services
4 weeks ago
Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full timeJob DescriptionWe are currently seeking a talented professional to support senior management's initiatives in serving existing investors, family offices, and wealth management firms.The candidate will have no direct sales function associated but requires strong communication skills, both oral and written for working with clients and distribution partners.
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Portfolio Manager
4 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout UsAbakkus Asset Manager Private Limited is a boutique asset manager focused on generating alpha in listed Indian equities. With over INR 32,200 Crs under management (as of 31st August), our team of experienced professionals is dedicated to providing exceptional investment solutions.Job OverviewWe are seeking a highly skilled Portfolio Manager - Wealth...