High Net Worth Portfolio Manager
Guardian Capital Advisors
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 bookDeliver customized portfolio management and wealth planning solutionsGenerate new business opportunities through your networkCollaborate with Portfolio Managers, Analysts, and AssociatesStrengthen relationships with professional advisorsRequirements:
Established and portable book of businessProven success managing high-net-worth client relationshipsExpertise in portfolio construction and asset allocationStrong capital markets knowledgeExceptional relationship management and business development skillsApply portfolio construction, capital markets, and relationship management expertise while growing an established high-net-worth client practice.
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Manage and grow an established high-net-worth client bookDeliver customized portfolio management and wealth planning solutionsGenerate new business opportunities through your networkCollaborate with Portfolio Managers, Analysts, and AssociatesStrengthen relationships with professional advisorsRequirements:
Established and portable book of businessProven success managing high-net-worth client relationshipsExpertise in portfolio construction and asset allocationStrong capital markets knowledgeExceptional relationship management and business development skillsApply portfolio construction, capital markets, and relationship management expertise while growing an established high-net-worth client practice.
#J-18808-Ljbffr
Vacancy posted 5 hours ago
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