Investment Relationship Manager
5 hours ago
Overview
Spark 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 Summary
We are seeking a highly skilled and experienced Investment Relationship Manager to join our team. As a key member of our client servicing team, you will be responsible for delivering exceptional service to our clients and driving business growth.
Responsibilities
- Provide best-in-class service to clients, including engaging proactively with them and coordinating internal and external teams.
- Manage and coordinate all Equity & Debt PMS redemptions & Inflows.
- Ensure timely and accurate processing of investment transactions (POA and executionary).
Requirements
To succeed in this role, you will need at least 7 years of relevant experience in handling client servicing for wealth management products, as well as a strong service-oriented approach.
Benefits
We 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.
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