Service Manager wealth
Confidential Company
Multiple Vacancies
Posted 30+ days ago
Send me Jobs like this
Experience
10 - 16 Years
Job Location
Education
MBA/PG Diploma in Business Mgmt(Finance)
Nationality
Indian
Gender
Male
Vacancy
4 Vacancies
Job Description
Roles & Responsibilities
- Orchestrate and optimize the end-to-end client service experience for high-net-worth individuals, ensuring seamless and personalized interactions.
- Proactively identify and address client needs, anticipating potential challenges and providing tailored solutions to enhance client satisfaction and retention.
- Collaborate with internal stakeholders, including investment advisors, relationship managers, and product specialists, to deliver a holistic wealth management experience.
- Develop and implement service strategies to enhance client engagement, loyalty, and advocacy, contributing to the firm's overall growth.
- Resolve complex client issues and complaints effectively and efficiently, ensuring timely and satisfactory resolutions.
- Stay abreast of industry trends, regulatory changes, and competitive landscape to proactively adapt service offerings and strategies.
- Oversee the operational efficiency of service delivery, ensuring adherence to regulatory requirements, internal policies, and industry best practices.
Desired Candidate Profile
- Possesses a Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certifications (e.g., CFP, CFA) are highly preferred.
- Demonstrates a minimum of 8-10 years of progressive experience in wealth management or financial services, with a strong focus on client service and relationship management.
- Exhibits a deep understanding of wealth management products and services, including investments, financial planning, and estate planning.
- Holds excellent interpersonal and communication skills, with the ability to build rapport and communicate effectively with high-net-worth clients and internal stakeholders.
- Exhibits strong analytical and problem-solving skills, with the ability to analyze complex situations and develop effective solutions.
- Demonstrates proficiency in relevant software and technology, including CRM systems, portfolio management tools, and Microsoft Office Suite.
- Displays a strong work ethic, a commitment to excellence, and a passion for providing exceptional client service.
- Should be fluent in English; proficiency in additional languages relevant to the client base is a plus.
Employment Type
- Full Time
Company Industry
Department / Functional Area
Keywords
- Wealth Management
- Investment Management
- Portfolio Management
- AUM
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Confidential Company
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