Private Client Services Specialist
5 hours ago
About the Role
We are seeking a highly skilled and experienced Investment Relationship Manager to join our team at Spark Private Wealth. As a key member of our client servicing team, you will be responsible for delivering exceptional service to our clients and driving business growth.
Key Responsibilities
- Proactively engage with clients to understand their needs and preferences.
- Coordinate with internal teams to ensure timely resolution of client queries and requirements.
- Manage and coordinate all Equity & Debt PMS redemptions & Inflows.
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.
What We Offer
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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