Elevate client engagement as a Client Associate at CIBC Wood Gundy in Vancouver. This role prioritizes Mandarin-speaking interactions while supporting high-net-worth clients and improving their experience.In this full time, on-site position, you will closely collaborate with Investment Advisors to manage portfolios and identify business opportunities. Your focus will be on enhancing client relationships, anticipating needs, and communicating effectively to build trust. Your efforts will also help increase brand awareness within the community through outreach and networking.Key Responsibilities:Engage with high-net-worth clients to improve serviceSupport Investment Advisors with portfolio managementAnticipate client needs to enhance experiencesIdentify business development opportunities proactivelyAttend local marketing events to strengthen community tiesRequirements:Fully bilingual in Mandarin and EnglishCurrent accreditation as an Investment RepresentativeExperience in Financial Services or BrokerageStrong analytical thinking and customer experience skillsAbility to build lasting relationships with clientsBring your commitment to client-focused service and experience in investment portfolios to thrive at CIBC.

📌 Client Associate At Cibc Wood Gundy (Vancouver)
🏢 CIBC
📍 Vancouver