Financial Advisor Assistant in Wealth Management

Advance your career as a Financial Advisor Assistant with Elite Wealth Management. Focus on delivering premium client service through superior organization and clear communication.

In this in-office position, you'll collaborate with clients and assist the principal financial advisor in managing client matters. A minimum of three years of experience in financial services is essential, along with expertise in technology and exceptional communication skills in English and Cantonese. You will contribute to personalized financial solutions tailored to each client's unique situation.

Key Responsibilities:

• Update client records to meet compliance standards

• Engage with clients for appointment confirmations and documentation

• Provide administrative support for client service inquiries

• Prepare recommendations and handle applications for insurance products

• Monitor client requests for timely completion

Requirements:

• Relevant post-secondary education

• At least 3 years of experience in wealth management

• Detail-oriented with strong technological skills

• Skilled in written and verbal communication

• LLQP license is a plus

Support our clients' financial successes at Elite Wealth Management while refining your expertise.
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