Investment Support Professional
2 days ago
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At 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 Associate to join our ranks.
Key ResponsibilitiesThe 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.
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.
The estimated salary range for this role is $120,000 - $180,000 per annum, depending on experience.
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