Portfolio Manager- Private Wealth Management
Vancouver or Toronto
The Mining Recruitment Group is currently recruiting an experienced Wealth Manager and IIROC registered Portfolio Manager for one of the most notable research driven Institutional Investment Dealers in Canada as they look to position themselves in anticipation of a market rebound within the sector.
This position is a trusted advisor of private wealth services that meet high net worth client’s short and long term wealth management and investment growth goals, through a disciplined and defined wealth management process.
A Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging firm partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience.
This role focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.
With offices across Canada, the Incumbent would ideally be based in Vancouver or Toronto and would already be a known entity within the Sector, coming from another top-tier investment bank or brokerage.
Those wishing to be considered for this position are invited to submit their resume in confidence to firstname.lastname@example.org or via the form below