Asset & Wealth Management - Ayco Wealth Service Specialist
9 hours ago
JOB SUMMARY AND RESPONSBILITIES
Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities:
Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals
Work closely with Wealth Advisor teams to support their AYCO clients
Leverage your operational background and experience to contribute to a growing business
Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
Manage cash balances and private banking services in accounts
Resolve time sensitive client service-related issues, including complex situations
Plan and manage new account onboarding process, asset transfers and other account service requests
Managing the pipeline of new business opportunities in Salesforce
Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
Facilitate various aspects of client portfolio performance reporting and analysis
Assist with tax activities, including tax return quality control, estimated payments, e-filing
Interface with internal groups to complete various investment and operational tasks.
Complete positive/negative consent client emails, handle exception tracking and comments.
BASIC QUALIFICATIONS
MBA degree with maximum 1 to 3 years of experience
CFP (Certified Financial Planner) will be an added advantage
Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook
Ability to maintain a high level of confidentiality
Enthusiastic and positive approach to problem-solving and client service
Proven track record with cross-training, task-sharing and mutually supportive teamwork
Must be able to be innovative, pro-actively manage time and follow through to complete tasks
Demonstrated excellent verbal and written communication skills
Demonstrated ability to multi-task in a fast-paced environment
-
Bengaluru, Karnataka, India Goldman Sachs Full timeYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeDescriptionYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeJob DescriptionYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to...
-
Wealth Management
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeDescriptionAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Wealth Management
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments...
-
Wealth Management Associate
7 days ago
Bengaluru, Karnataka, India Livelong Wealth Full timeWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Wealth Management Associate
6 days ago
Bengaluru, Karnataka, India Livelong Wealth Full timeWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Walkin Drive For Wealth Advisor-Retail Sales
1 week ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full timeRole & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...
