1 день назад
Financial Services Associate (Mandarin)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Associate (Mandarin) (Personal and Business Banking): Supporting high-value clients and Financial Advisors with financial products, administrative services, and business growth opportunities with an accent on client engagement, cash management, credit, investments, and wealth protection. Focus on resolving client issues, preparing client files, coordinating appointments, and supporting service across multiple banking centres.
Location: On-site full-time in Vancouver, BC, with flexibility to work at multiple banking centres within a reasonable travel distance.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Partner with Financial Advisors to support high-value clients and business owners.
- Answer client questions and provide information about cash management, credit, investments, and wealth protection.
- Support client financial goals and identify business growth opportunities.
- Prepare client files, book appointments, and maintain schedules.
- Resolve client issues, escalating to colleagues when appropriate.
- Work banking centre hours, which may include evenings and weekends.
Requirements
- Knowledge of cash management, credit, investment, and wealth protection products.
- Strong client service, problem-solving, organizational, and analytical skills.
- Ability to build relationships, collaborate with Financial Advisors, and support business growth.
- Ability to work on-site full-time in Vancouver and at multiple banking centres within a reasonable travel distance.
- Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.
Nice to have
- Asian language skills, including Mandarin.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a points-based recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive workplace with accessible candidate support.
Hiring process
- May include an attribute-based assessment and skills tests.
- Artificial intelligence tools may be used during recruitment.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Financial Services Associate (Financial Products)
1 день назад
Financial Services Representative II (Banking)
9 часов назад
Associate Financial Advisor
13 часов назад
Financial Services Representative II
6 часов назад
Financial Advisor CIRO - MFD/AMF (Financial Services)
7 часов назад