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As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client's unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire a Marketing and Customer Support Coordinator to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

Our website:

Duties and Responsibilities:

1) Marketing Coordination

  • Handling and managing various marketing services providers, advertising agencies (e.g., Radio), social medias agencies/partners, charity organizations, etc. to provide timely and good quality services
  • Planning and monitoring overall marketing contracts and plan
  • Planning and managing all marketing activities including but not limited to meeting with related parties, propose and follow timelines, posting on social media on time and with measurable effectiveness
  • Creating and following up engaging content for social media including posts, videos, and stories in various marketing channels
  • Handling email marketing (e.g., invitation to seminar, other marketing messages to clients)
  • Preparing and organizing seminar marketing materials in a systematic and organized way, including videos, publications, presentations, etc.
  • Attracting new followers to our community with the end goal being our followers become our clients and strongest advocates (i.e., authentic brand ambassadors)
  • Creating marketing strategies for prospecting high-net-worth clients and professionals
  • Building up and maintaining company's branding e.g., update company website and related social media channels
  • Supporting sales department and business transactions and reports with customers to drive efficient sales operations

2) Event Management

  • Planning and arranging the company events calendar
  • Coordinate events with various related parties, monitor and report the progress
  • Monitor the event budget and overall coordination

3) Customers/Clients support

  • Support financial advisors to handle client's queries and matters
  • Provide all administrative support on client's portfolio (potential and existing clients)
  • Support financial advisors to prepare client's folders

4) Carrying out ad-hoc duties as required


  • Degree in business or communications is preferred. Minimum of two years of related experience in marketing.
  • Experience working in a similar role within a marketing team in a similar organization
  • Demonstrated experience in design and graphics production; proficiency with Adobe Creative software, Hootsuite, WordPress, Google AdWords and more is an asset.
  • Good understanding of social media and in-tune with social trends with the ability to capitalize on those opportunities
  • Prior experience using social media for branding and marketing a plus
  • Ability to interact professionally with stakeholders and external vendors.
  • Excellent attention to detail.
  • Experience managing/coordinating traditional and digital markets assets and website content.
  • Strong project management and prioritization skills. Excellent organizational skills and ability to work effectively to meet tight deadlines.
  • Excellent verbal communication and copy writing skills in Cantonese (Traditional Chinese) and English

Job Types: Full-time, Permanent

Attractive Compensation and Benefits package depends on experiences

Schedule: 8-hour shift

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