Job Description

The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to the Wealth Director and his clients. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The Client Wealth Executive assists in the execution of financial plans, sales targets, manages client inquiries, and ensures compliance with regulatory standards.

Key Responsibilities:

Participate in client meetings, sales strategies and planning, and achieve sales targets.

Onboarding new clients, including gathering necessary documentation and facilitating account opening processes.

Maintain regular communication with clients to provide updates on their portfolios, address service requests, and gather information for reviews.

Process client transactions accurately and efficiently, including investments, withdrawals, transfers, and other financial activities.

Coordinate and schedule client meetings, preparing necessary materials and presentations.

Support client retention efforts by proactively identifying service needs and opportunities for enhanced engagement.

Contribute to team projects and initiatives aimed at improving client experience or operational efficiency.

Maintain accurate and up-to-date client records, ensuring data integrity in CRM and other wealth management systems.

Prepare and generate client reports, statements, and performance summaries.

Manage administrative tasks such as filing, correspondence, and expense processing.

What We Offer:

Opportunity to work with a dynamic and experienced wealth management team.Exposure to a diverse client base and comprehensive financial planning strategies.Structured training and professional development opportunities.Competitive salary and benefits package.A supportive and collaborative work environment.

Job Type: Part-time

Pay: From $3,000.00 per month

Schedule:

Monday to Friday
Supplemental Pay:

Commission pay Performance bonus
Work Location: In person