GV Financial is a premier financial advisory firm specializing in tailored tax structuring, wealth management, and legacy planning for high-net-worth (HNW) families, medical professionals, and entrepreneurs. Partnering with leading institutions (Banks, Lawyer, Accountant...), we provide sophisticated financial solutions that ensure our clients' assets are preserved and positioned for enduring growth.
Key Responsibilities
- Support the sales and advisory team in managing and strengthening client relationships
- Serve as a key point of contact between clients and internal teams
- Coordinate client meetings, follow-ups, and ongoing communication
- Assist with preparing sales materials, reports, and presentations
- Maintain accurate client records and ensure compliance standards are met
- Deliver a high level of professional client service and support
Qualifications
- 3+ years of relevant work experience, preferably in sales support, client relationship management, or financial services
- Professional proficiency in English - with strong verbal and written communication skills
- Bachelor’s degree or higher (Business, Finance, Marketing is an asset, but not essential)
- Strong interpersonal, organizational, and time-management skills
- Detail-oriented, responsible, and able to manage multiple priorities
- Proficient in MS Office; experience with CRM systems is an asset
Job Types: Full-time, Permanent
Job Types: Full-time, Commission
Pay: From $54,000.00 per year
Benefits:
Experience:
- working: 2 years (required)
Language:
- Mandarin and Cantonese (required)
Work Location: In person
