Wealth Management Business Development Manager
Guardian Capital Advisors
Grow an established wealth management practice in Toronto, Calgary, or Vancouver through client relationships, capital markets expertise, and business development.As a Client Portfolio Manager, you will serve high-net-worth individuals, families, and foundations. The work combines customized portfolio management, wealth planning, and network-driven business development. You will collaborate with Portfolio Managers, Analysts, and Associates while strengthening connections with accountants, lawyers, and other professional advisors.Key Responsibilities:
Grow an established book of high-net-worth clientsUse your network to generate new business opportunitiesDeliver customized wealth planning solutionsBuild relationships with accountants, lawyers, and advisorsParticipate in client events and thought leadership initiativesRequirements:
Portable, established book of businessProven high-net-worth relationship management successStrong portfolio construction and asset allocation expertiseKnowledge of capital marketsExceptional business development skillsBring an established client book, wealth planning knowledge, and business development strength to expand sophisticated wealth management relationships.
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Grow an established book of high-net-worth clientsUse your network to generate new business opportunitiesDeliver customized wealth planning solutionsBuild relationships with accountants, lawyers, and advisorsParticipate in client events and thought leadership initiativesRequirements:
Portable, established book of businessProven high-net-worth relationship management successStrong portfolio construction and asset allocation expertiseKnowledge of capital marketsExceptional business development skillsBring an established client book, wealth planning knowledge, and business development strength to expand sophisticated wealth management relationships.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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