A relationship manager in a wealth firm maintains client relationships, offers tailored financial advice, updates portfolios, ensures compliance, resolves issues, and seeks new business opportunities, all to meet client financial goals and expand the firm's client base.
Telecaller Responsibilities: Obtaining and updating lists of individuals' contact details. Calling active and budding clients to encourage the purchase of items. Addressing clients' uncertainties, grievances, and suggestions on time. Noting important details of each conversation.
An HR Executive in a wealth firm handles recruitment, employee relations, performance management, and talent development. They ensure compliance with employment laws, cultivate a positive work culture, and support strategic goals. Their role is vital in aligning HR practices with the firm’s objectives to foster growth and success.
The back office in a wealth firm handles administrative support, transaction processing, compliance, data management, and reporting. It ensures accurate documentation, regulatory adherence, and operational efficiency, enabling the front office to focus on client relationships and investment strategies effectively.
An admin in a wealth firm manages document filing, coordinates client meetings, handles communication, supports financial advisors with schedules, and maintains databases. They also assist in client onboarding processes, handle inquiries, ensure compliance with regulations, and facilitate smooth office operations to support the firm’s goals.