Wealth Management Associate

4 weeks ago


Kolkata, West Bengal, India Spark Private Wealth Full time
Job Summary

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 Role

This 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.
Requirements

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.
What We Offer

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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