Private Client Service Executive
4 weeks ago
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.
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