Join Guardian Capital Group as a Private Wealth Coordinator, focusing on client engagement and marketing initiatives. Make a significant impact through event planning and digital communication strategies.
In this role with Guardian Capital Group, you will coordinate marketing activities, manage client communications, and drive business development for Private Wealth services. You'll play a key role in creating compelling client materials and facilitating events that resonate with high net worth individuals. Your insights into market research will enhance service delivery and expand client relationships.
Key Responsibilities:
• Lead the execution of the Private Wealth marketing strategy
• Create and manage diverse client communication materials
• Organize and oversee events and sponsorship opportunities
• Conduct thorough research to support the team
• Provide executive-level administrative support
Requirements:
• Bachelor's degree, preferably in business
• Minimum 3 years in the financial industry
• Proven experience with Salesforce database systems
• Excellent communication and analytical skills
• Solid time management and interpersonal abilities
Enhance your career and client relationships at Guardian Capital's dynamic wealth management firm.
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