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 skilled 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 advisorsPerform transactions, adjustments for client accountsMaintain detailed client files and schedulesGenerate reports on portfolio management resultsUphold compliance with all financial regulationsRequirements:College diploma or equivalent in finance2 years experience in banking or finance sectorCanadian Securities Course completion requiredExcellent skills in Microsoft Office applicationsFluent in Cantonese, Mandarin, and EnglishLeverage 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 (Vancouver)
🏢 National Bank of Canada
📍 Vancouver