Private Client Service Specialist

2 weeks ago


Kolkata, West Bengal, India Spark Private Wealth Full time
About the Opportunity

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Spark 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 Responsibilities

The successful candidate will be responsible for:

  • Providing exceptional support to high net worth clients, ensuring their needs are met and exceeded.
  • Delivering tailored investment solutions, taking into account clients' financial goals and risk tolerance.
  • Maintaining accurate records, including portfolio statements and client documentation.
  • Coordinating 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.
Salary Range

The salary for this role is estimated to be between $120,000 - $180,000 per annum, depending on experience.



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