4 дня назад
Client Associate (IR Licensing) Mandarin Speaking
51 500 - 60 200CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate (IR Licensing/Mandarin): Supporting Investment Advisors with high-net-worth client portfolios and business development in an accent on client engagement, investment planning, and relationship building. Focus on identifying client opportunities, improving the client experience, and developing community networks through outreach activities.
Location: On-site full-time in Vancouver, BC, Monday through Friday
Annual base salary: $51,500–$60,200 CAD, plus participation in an annual discretionary incentive or bonus program.
Company
is a relationship-oriented bank providing financial and investment services for personal and business clients.
What you will do
- Work closely with Investment Advisors to manage high-net-worth client portfolios and support new business development.
- Engage directly with clients, anticipate their needs, and improve the overall client experience.
- Support the development of investment plans based on client profiles, goals, and risk/reward tolerance.
- Identify business opportunities and contribute to proposals and related documentation.
- Build community relationships through local events, marketing, and outreach activities.
Requirements
- Fully bilingual in written and spoken Mandarin and English.
- Current Investment Representative (IR) accreditation in good standing with CIRO Investment Dealer.
- Financial services or brokerage industry experience and working knowledge of quotation equipment.
- Strong client engagement, relationship-building, critical-thinking, and analytical skills.
- Legally eligible to work at the specified Canadian location, with a valid work or study permit where applicable.
Nice to have
- Registered Representative (RR) licensing.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
- Access to a social, points-based employee recognition program.
- Professional growth and development opportunities, including a paid Purpose Day.
- Inclusive and accessible workplace with a collaborative technological environment.
Hiring process
- May include an attribute-based assessment and other skills tests.
- Recruitment uses artificial intelligence tools as part of the application process.
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