03 Nov
|
Guardian Capital Advisors
|
Vancouver
03 Nov
Guardian Capital Advisors
Vancouver
Manage high-net-worth portfolios in Toronto, Calgary, or Vancouver using portfolio construction and wealth planning expertise. This Client Portfolio Manager position suits an established skilled 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. 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 Proven success managing high-net-worth client relationships Expertise in portfolio construction and asset allocation Apply portfolio construction, capital markets, and relationship management expertise while growing an established high-net-worth client practice. #
📌 High Net Worth Portfolio Manager (Vancouver)
🏢 Guardian Capital Advisors
📍 Vancouver