Relationship Manager

2 weeks ago


Vancouver, Canada Alexander Chapman Full time

TeamLeading Private Wealth Advisory Group (Confidential)CompensationCompetitive base + performance bonusAbout the OpportunityA leading Canadian private wealth advisory group is looking to add a Relationship Manager to its growing team in Vancouver.This is a career role — not a short-term stepping stone — within one of the most respected bank-affiliated platforms in the country.You’ll join a high-performing, collegial team that manages a large, sophisticated client base and provides holistic financial advice spanning investment management, tax and estate planning, real estate guidance, and appropriate leverage strategies.The RoleAs a Relationship Manager, you’ll be the primary point of contact for a group of client households — building lasting relationships, ensuring a seamless client experience, and helping clients make confident, informed decisions about their wealth.You’ll be coached and supported by the senior partners, who set the investment strategy and tone for the practice, and will play a key role in communicating with clients daily.Key ResponsibilitiesAct as the day-to-day relationship lead for assigned clients, managing all communication and service needs.Discuss portfolio performance, market developments, and wealth planning topics in a clear, engaging way.Coordinate with partners and operations to ensure all client matters are handled promptly and accurately.Support clients across investment, tax, estate, and banking considerations — ensuring every household receives full-spectrum financial guidance.Uphold the highest standards of professionalism, confidentiality, and integrity.About YouStrong communicator — confident, professional, and empathetic.Attentive to detail and driven by doing things the right way.Solid understanding of financial markets and a genuine interest in wealth management.High moral standards and a collaborative mindset — a true team player.Ideally 2–5 years of experience in a financial advisory, private banking, or client service role.Looking to build a long-term career within wealth management.Degree preferred; advanced degrees (MBA, PhD) not required.Why This TeamJoin one of the most established and trusted advisory groups within a leading Canadian bank.Learn directly from experienced partners who actively manage investments and client relationships.Be part of a high-touch, values-driven environment that prizes integrity and character over pedigree.Enjoy autonomy, mentorship, and direct client exposure early on. #J-18808-Ljbffr


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