Client Services Officer / Client Services Manager (Wealth Management)
Core
Provide ongoing support to Senior Financial Advisors and Directors, ensuring a seamless client experience and delivering high-quality financial advice to a sophisticated client base.
Role type
Client Services Officer / Client Services Manager (Wealth Management)
Builds
Client onboarding, review meetings, and ongoing service activities for high-net-worth individuals and families.
Domain
Wealth Management and Financial Planning
Deliverable
client delivery
Required skills
Client relationship management, data gathering, investment/product research, advice documentation, regulatory compliance, Xplan database management
Preferred skills
Experience in Financial Planning/Wealth Management/Private Banking, Xplan platform experience
Responsibilities
Prepare for client review meetings and new client appointments, coordinate client onboarding, maintain Xplan client database, assist with regulatory compliance, support delivery of premium client experience