Manage high-net-worth portfolios in Toronto, Calgary, or Vancouver using portfolio construction and wealth planning expertise. Bring an established book of business.
This Client Portfolio Manager position suits an established professional serving high-net-worth individuals, families, and foundations. You will manage client relationships, deliver customized solutions, and pursue new business through your network. Collaboration with Portfolio Managers, Analysts, and Associates supports client service and growth.
Key Responsibilities:

Manage and grow an established high-net-worth client book
Deliver customized portfolio management and wealth planning solutions
Generate new business opportunities through your network
Collaborate with Portfolio Managers, Analysts, and Associates
Strengthen relationships with professional advisors
Requirements:

Established and portable book of business
Proven success managing high-net-worth client relationships
Expertise in portfolio construction and asset allocation
Strong capital markets knowledge
Exceptional relationship management and business development skills
Apply portfolio construction, capital markets, and relationship management expertise while growing an established high-net-worth client practice.

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High Net Worth Portfolio Manager