A new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions is hiring for Client Servicing -Wealth

The incumbent will be responsible for processing client requests, resolving inquiries and documenting key client information.

Mandatory to Have:

• Strong interpersonal and communication skills.

• Good knowledge of MS Excel and MS office.

• Expertise in Operations work.

• Knowledge of Wealth Products.

• Processing of transactions like MF, AIF, PMS, Bonds.

• Strong analytical and quantitative skills and the ability to create/gather/analyze data.

• Client Servicing and interactions.

Job Responsibilities :

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.

• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs.

• Onboard new client accounts, which includes the collection of required documentation and client information.

• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.

• Prepare financial reports, spreadsheets, and other materials for client meetings.

• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.

• Proactively participate in firm initiatives directed by local management.

• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.

• Input orders on behalf of Financial Advisor.

• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, preparing travel & expense reports, and file & calendar maintenance.