Client Portfolio Manager
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do:
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage your network to generate new business opportunities
- Collaborate with a team of Portfolio Managers, Analysts, and Associates
- Build and strengthen relationships with accountants, lawyers, and other professional advisors
- Participate in client events, thought leadership initiatives, and business development activities
What you bring:
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
- A collaborative, entrepreneurial mindset
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients. Reach out to asambrook@guardiancapital.com for more information.
More about this job
Responsibilities
Manage and grow an established portfolio of high-net-worth clients by delivering customized portfolio management and wealth planning solutions. Generate new business through professional networks, collaborate with investment colleagues and external advisors, and contribute to client events and business development initiatives.
Requirements
Candidates must bring an established, portable book of business and a proven record of managing high-net-worth client relationships. They should have strong expertise in portfolio construction, asset allocation, and capital markets, along with exceptional relationship management, business development, and collaboration skills.
Skills
- Portfolio Management
- Wealth Planning
- Portfolio Construction
- Asset Allocation
- Capital Markets
- Business Development
- High-Net-Worth Client Management
- Client Acquisition
- Professional Advisor Relationship Building
- Team Collaboration
- Client Event Participation
- Thought Leadership
Visa sponsorship
Not detected in the job text
Hiring contact email
asambrook@guardiancapital.com
Categories
- Finance & Accounting
- Sales
- Management & Leadership
Keywords
- Wealth Management
- High-Net-Worth Individuals
- Families
- Foundations
- Book Of Business
- Portfolio Management
- Wealth Planning
- Portfolio Construction
- Asset Allocation
- Capital Markets
- Client Relationships
- Business Development
- Client Acquisition
- Professional Advisors
- Accountants
- Lawyers
- Portfolio Managers
- Analysts
- Associates
- Client Events
- Thought Leadership
- Financial Services