Associate Advising Representative at Q Wealth

Step into a client-focused role as an Associate Advising Representative with Q Wealth. Perfect for those eager to be involved in portfolio management and develop into an unrestricted advising role.

Q Wealth is looking for a detail-oriented Associate Advising Representative for its Core PM Services team. In this position, you will collaborate with Portfolio Managers, manage client profiles, and utilize digital tools for interaction. Candidates should possess strong analytical and communication skills, an understanding of investment products, and some experience with AI tools to optimize efficiency.

Key Responsibilities:

• Interact with clients using our digital platform

• Collaborate with Portfolio Managers on client allocations

• Support trade approvals for pre-approved advice

• Maintain up-to-date client profiles in our CRM

• Analyze client inquiries regarding investment strategies

Requirements:

• Eligibility for Associate Advising Representative registration

• Experience with CRM and portfolio management databases

• Strong analytical skills and attention to detail

• Familiarity with financial products and services

• Client-first mindset and passion for investment

Elevate your career in portfolio management and client advisory with Q Wealth.
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