Private Client Service Executive

4 weeks ago


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

At Spark Private Wealth, we are committed to delivering exceptional service to our high net worth clients. We are seeking a skilled Clinical Relationship Manager to join our team and contribute to the growth of our wealth management business.

About the Role:

The successful candidate will be responsible for providing exceptional service to clients, ensuring timely resolution of queries and requirements, and collaborating with internal teams to coordinate critical and complex requirements. They will also be involved in onboarding new clients, processing transactions, and maintaining accurate records.

Key Responsibilities:

- Engage proactively with clients to understand their needs and preferences.
- Ensure timely resolution of queries and requirements, escalating complex issues when necessary.
- Collaborate with internal teams to coordinate critical and complex requirements and ensure seamless service delivery.
- Maintain accurate records and reports, including portfolio statements and MIS updates.

Requirements:

This role requires a minimum of 7 years of relevant experience in client servicing for wealth management products. The ideal candidate should possess a service-oriented approach, excellent communication skills, and the ability to work in a fast-paced environment. A strong understanding of wholesale client services, financial markets, and regulations is essential for success in this position.

Salary and Benefits:

We offer a competitive salary of approximately $120,000 per annum, commensurate with experience, and access to ongoing training and development opportunities.

  • Kolkata, West Bengal, India Spark Private Wealth Full time

    About the OpportunitySkip to Job Details ShareSpark 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 ResponsibilitiesThe successful...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    About the RoleWe 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 ResponsibilitiesProactively engage with clients to understand their...

  • Senior Client Advisor

    4 weeks ago


    Kolkata, West Bengal, India Spark Private Wealth Full time

    Job Description:We are looking for a highly skilled Senior Client Advisor to join our team at Spark Private Wealth. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and driving business growth.Key Responsibilities:Build and maintain strong relationships with high net worth individuals and...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    About the Role:We are seeking an experienced Private Wealth Manager to join our team at Spark Private Wealth. In this role, you will be responsible for delivering exceptional client service and driving revenue growth.Key Responsibilities:Engage proactively with clients to understand their needs and preferences.Develop and implement personalized investment...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    Role Overview:We are seeking an experienced Client Onboarding Specialist to join our team at Spark Private Wealth. This is an exciting opportunity for a skilled professional to leverage their expertise in client onboarding and contribute to the growth of our wealth management business.About the Role:The successful candidate will be responsible for onboarding...


  • Kolkata, West Bengal, India Prowess Pursuit Private Limited Full time

    Business Development OpportunityWe are seeking a skilled Business Development Manager to join our team in Kolkata, India. As a key member of our sales team, you will be responsible for identifying and acquiring new IT corporate clients for our HR consultancy services.The ideal candidate will have a proven track record in business development, excellent...


  • Kolkata, West Bengal, India Prowess Pursuit Private Limited Full time

    Prowess Pursuit Private Limited is a leading HR consultancy driving innovation and collaboration in the IT industry.We are seeking a skilled Business Development Manager to join our team and play a key role in expanding our client portfolios.Key Responsibilities:Job Summary:Identify and acquire new IT corporate clients for our HR services.Develop and...


  • Kolkata, West Bengal, India mPokket Financial Services Private Limited Full time

    **Job Description:**We are seeking a highly skilled Financial Services Executive - Banking to join our team at mPokket Financial Services Private Limited. As a key member of our finance team, you will be responsible for overseeing all banking activities and transactions.Responsibilities:Oversee all banking activities and transactions to ensure smooth...


  • Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full time

    About Abakkus Asset Manager Private LimitedWe are a boutique asset manager specializing in listed Indian equities with a substantial portfolio of INR 32,200 Crs.Job OverviewThis role involves wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership.ResponsibilitiesAUM Growth through...


  • Kolkata, West Bengal, India Shyam Future Tech Private Limited Full time

    At Shyam Future Tech Private Limited, we're expanding our team to drive sales growth and forge strong client relationships. As a key member of our business development team, you'll play a crucial role in helping organizations achieve better brand recognition and financial success.We're looking for an ambitious and energetic individual with core experience in...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    About Spark Private WealthSkip to Job Details ShareAt 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...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    About the Opportunity:We are excited to offer a career opportunity as an Investment Relationship Manager at Spark Private Wealth. In this role, you will be responsible for managing complex client relationships and driving business growth.Key Responsibilities:Develop and maintain strong relationships with high net worth individuals and families.Design and...


  • Kolkata, West Bengal, India Career Comfort Full time

    Join Career Comfort as a Client Service LiaisonWe are looking for a highly skilled Client Service Liaison to join our team at Career Comfort. As a Client Service Liaison, you will be the primary point of contact for clients and will be responsible for providing exceptional customer service.Job Details:Work Mode: Work from OfficeShift: Night Shift (US...


  • Kolkata, West Bengal, India Prowess Pursuit Private Limited Full time

    Prowess Pursuit Private Limited is a leading HR consultancy in Kolkata, committed to innovation and growth. We're seeking an exceptional Business Development Manager to drive non-IT client acquisition.Salary: Up to ₹35,000 fixed (negotiable for outstanding candidates with relevant experience).About the Role:Identify and acquire corporate clients across...


  • Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full time

    **Company Overview:** Unifi Capital Pvt. Ltd is a leading independent portfolio manager with a legacy of over 22 years, focused on under-researched segments comprising more than 400 listed firms.We have a strong track record of delivering consistent and superior returns, managing a combined AUM of over USD 3Bn across various SEBI- and IFSCA-regulated...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    Job SummaryWe 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...


  • Kolkata, West Bengal, India Shyam Future Tech Private Limited Full time

    Shyam Future Tech Private Limited is a leading IT arm of renowned Indian conglomerate Shyam Steel, with an industry experience of 60+ years in Steel, Mining, Infrastructure, Real Estate, and Agro.We are seeking an ambitious and energetic Senior Business Development Manager to help us expand our clientele. As the face of the company, you will be responsible...


  • Kolkata, West Bengal, India Prowess Pursuit Private Limited Full time

    Business Development Manager - IT Client AcquisitionWe are seeking a skilled Business Development Manager to join our team in acquiring new IT clients for our HR consultancy services.About the Role:The ideal candidate will have a proven track record in client acquisition and business development, with a strong understanding of the IT industry.Key...


  • Kolkata, West Bengal, India PDM Investment & Trading Company Pvt. Ltd. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at PDM Investment & Trading Company Pvt. Ltd. in Kolkata. As a key member of our financial planning practice, you will provide operational and administrative support to Wealth Advisors, ensuring seamless execution of daily activities and exceptional...


  • Kolkata, West Bengal, India Spark Private Wealth Full time

    Job Title: Wealth Management SpecialistWe are seeking a skilled Wholesale Client Service Executive to join our team at Spark Private Wealth. This is an exciting opportunity for an experienced professional to leverage their expertise in client servicing and contribute to the growth of our wealth management business.About the Role:The successful candidate will...