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 Seminar & Marketing 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: https://elitewmg.com
Title: Seminar & Marketing Coordinator
Duties and Responsibilities:
Seminar Coordination
- Managing the seminar logistics and attendance in an efficient, automatic and measurable result way
- Assisting in answering calls and contacting clients for seminar
- Improving the quality and procedures for (online) seminars and prospecting clients
- Assigning new clients to advisors
- Creating Zoom webinars and seminar record in Elite system
- Preparing various reports after seminar for analysis purpose
- Preparing and organizing seminar marketing materials in a systematic and organized way, including publications, presentations, corporate gifts and promotional items,etc.
Gift & Event Invitation Management
- Maintaining valuable customers relationship, e.g. corporate gifts, birthday messages, etc.
- Managing the inventory of gift stock
- Arranging the delivery of gift to clients
- Planning and arranging the event calendar of gift arrangement and event invitation
Marketing Support
- 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 budget 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
- Handling email marketing (e.g. invitation to seminar, other marketing messages to clients)
- Building up and maintaining company’s branding
- Supporting sales department and business transactions and reports with customers to drive efficient sales operations
- Carrying out competitor analysis
- Supporting to new CRM system project
- Carrying out ad-hoc duties as required
Qualifications:
- 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.
- 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