Bakerstreet Digital
Website:
bakerstreetdigital.uk
Job details:
Wealth - Client Relationships Associate
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
Click on Apply to know more.
