Elevate your career in Vancouver's wealth management sector as a Senior Associate. This role emphasizes client relationships, portfolio management, and tax strategy discussions.
As part of a well-established team, you will be responsible for managing daily communications with client households. Your duties will include facilitating service requests, providing investment updates, and assisting with tax and estate planning. Collaboration with senior advisors will be key to your success.
Key Responsibilities:
• Oversee daily client communications and inquiries
• Handle service requests and account-related coordination
• Deliver timely portfolio and investment updates
• Engage in tax and estate planning conversations
• Prepare comprehensive client materials and records
Requirements:
• Several years of client-facing wealth management experience
• Relevant Canadian licenses and WME credentials
• Robust communication and relationship management abilities
• High attention to detail and integrity
• Accounting background considered beneficial
Harness your relationship management skills and investment insights to thrive as a Senior Associate in Vancouver.
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📌 Senior Associate Role in Wealth Management (Vancouver)
🏢 Alexander Chapman
📍 Vancouver