At a Glance
- Tasks: Enhance client engagement and support wealth advisors in a dynamic role.
- Company: Join a leading firm in wealth management with a focus on client satisfaction.
- Benefits: Enjoy a hybrid work model, competitive salary, and professional growth opportunities.
- Other info: Fluency in Cantonese, Mandarin, and English is a plus for this role.
- Why this job: Make a real impact by building lasting financial relationships and ensuring compliance.
- Qualifications: College diploma in finance and 2 years of experience in banking or finance.
The predicted salary is between 47250 - 57750 $ per year.
Step into a Wealth Associate position where your skills enhance client engagement and support wealth advisors.
Experience a hybrid work model that encourages flexibility in your professional life.
In this versatile role, you'll ensure excellent customer service while managing routine financial operations.
Your tasks will involve analyzing and updating client files, producing valuable portfolio reports, and facilitating various financial transactions.
Collaborating with a wealth advisor, you'll contribute significantly to client satisfaction and compliance efforts.
Key Responsibilities
- Facilitate outstanding customer service for advisors
- Perform transactions, adjustments for client accounts
- Maintain detailed client files and schedules
- Generate reports on portfolio management results
- Uphold compliance with all financial regulations
Requirements
- College diploma or equivalent in finance
- 2 years experience in banking or finance sector
- Canadian Securities Course completion required
- Excellent skills in Microsoft Office applications
- Fluent in Cantonese, Mandarin, and English
Leverage your expertise to create lasting financial relationships and ensure compliance in an ever-evolving wealth management landscape.
Dynamic Wealth Associate Role with Client Engagement Focus in Vancouver employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
