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Stewart & Mackertich Wealth Management

Compare

4.1

based on 14 Reviews

7 Stewart & Mackertich Wealth Management Jobs

Elite Client Relationship Manager

SMIFS LTD.

4.1

based on 14 Reviews

0-5 years

Kolkata

1 vacancy

Elite Client Relationship Manager

Stewart & Mackertich Wealth Management

posted 5d ago

Job Role Insights

Fixed timing

Key skills for the job

Customer Service Computer Networking Client Relationship Management CRM Stock Broking Wealth Management

+ 3 more

Job Description

Exclusive Client Management Act as the dedicated service representative for our top-tier (Gold) clients, providing proactive support and ensuring a seamless experience.

Cross-Department Coordination Work closely with different business units to fulfill client requests such as:

Personalized financial reports & portfolio statements

Exclusive market insights & financial event updates

Invitations to premium networking & social events

Real-time balance and account information

Reactivating Dormant Clients Reach out to inactive high-value customers, fostering engagement and scheduling wealth management consultations.

High-Value Client Servicing Handle complex client interactions with discretion, patience, and professionalism , including engaging with high-profile or demanding individuals.

Multi-Tasking Excellence Juggle service calls, generate reports, coordinate deliverables, and engage with clients simultaneously.

Who Should Apply?

Customer Service Experts Preference will be given to candidates with experience in premium financial service roles, such as the credit card service division of American Express or luxury banking.

Outstanding Communicators Strong verbal and written English skills with impeccable diction, a positive tone, and a client-first approach .

Client-Centric Professionals Ability to provide VIP-level white-glove service , ensuring clients feel valued and prioritized.

Emotionally Intelligent Individuals High EQ (Emotional Quotient) , demonstrating empathy, patience, and the ability to manage diverse client personalities.

Tech-Savvy Executives Proficiency in MS Word, Excel, PowerPoint, and CRM tools to track and manage client interactions effectively.

Why Join Us?

Engage with Ultra-High-Net-Worth Clients Work with some of the most prestigious individuals in the financial world.

Access Exclusive Networking Opportunities Be part of elite financial and social circles, gaining insights into market trends and premium events.

Work in a Growth-Oriented Environment We invest in our employees success, offering career progression and learning opportunities.

Be a Part of a Prestigious Brand Join a company known for excellence in financial services and wealth management.

Employment Type: Full Time, Permanent

Read full job description

What people at Stewart & Mackertich Wealth Management are saying

What Stewart & Mackertich Wealth Management employees are saying about work life

based on 14 employees

90%

60%

62%

100%

Strict timing

Monday to Saturday

No travel

Day Shift

View more insights

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