Wealth Management Professional

5 hours ago


Kolkata, West Bengal, India Spark Private Wealth Full time

Company Overview

Spark Private Wealth is a leading provider of wealth management services, dedicated to delivering exceptional client experiences.

Salary and 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.

Job Description

In this role, you will be responsible for providing best-in-class service to clients, including engaging proactively with them, coordinating internal and external teams, and ensuring timely resolution of queries and requirements.

Required Skills and Qualifications

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.

Key Responsibilities:

  • Engage proactively with clients and be their single point of contact for all service-related requirements.
  • Be hands-on and provide best-in-class service to clients.
  • Ensure timely resolution of queries & requirements raised by clients.
  • Coordinate with internal and external teams for critical & complex requirements & escalations.

Account Opening & Documentation

You will also be responsible for onboarding new clients, fulfilling KYC requirements, and arranging & managing entire documentation for Bank/Demat/Broking account opening.

Transaction Processing & Portfolio Updations

Additionally, you will execute all types of financial and non-financial transactions across products offered by our platform within TAT, and ensure timely and accurate processing of investment transactions (POA and executionary).



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