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 in Calgary employer: Guardian Capital Advisors
Guardian Capital Group Limited is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the financial services sector. With a strong commitment to employee development, Guardian offers numerous opportunities for advancement and skill enhancement, particularly for those in roles like Portfolio Administration Analyst. Located in Toronto, employees benefit from a vibrant city atmosphere while being part of a global organization that values diversity and inclusion.
