Lead Advisor, Wealth Management
WealthsimpleFull Time
Expert & Leadership (9+ years)
Key technologies and capabilities for this role
Common questions about this position
The role requires 3–7 years of relevant experience in investment management or alternative asset management, ideally with exposure to cross-border initiatives like QDII, QDLP, MRF, and GBA WMC.
Fluency in English and Mandarin is required, with Cantonese preferred, along with strong written and verbal communication skills.
This information is not specified in the job description.
This information is not specified in the job description.
A strong candidate has 3–7 years of experience in investment management, strong knowledge of financial markets and asset management in wealth segments, fluency in English and Mandarin, excellent presentation skills, and a proactive team player attitude.