Wealth Management Business Development Manager
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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 clients
- Use your network to generate new business opportunities
- Deliver customized wealth planning solutions
- Build relationships with accountants, lawyers, and advisors
- Participate in client events and thought leadership initiatives
Requirements:
- Portable, established book of business
- Proven high-net-worth relationship management success
- Strong portfolio construction and asset allocation expertise
- Knowledge of capital markets
- Exceptional business development skills
Bring an established client book, wealth planning knowledge, and business development strength to expand sophisticated wealth management relationships.
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