Wealth - Client Relationships Associate

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 poi...