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Head of Client Relations &Development, Investment
Toronto - Canada
A boutique investment management firm based in Toronto, serving Family Offices and UHNWI is seeking a Head of Client Relations and Development.
This Senior Management Position involves leading Client Relations and Development in Canada. The individual must have extensive experience, having delivered top-notch service to Family Offices and UHNW individuals previously. In the future the Investment firm will expand its services to institutions, so experience and relationships with them is an added plus.
This role leads the client relationship management efforts across Canada, from prospecting for new potential clients, to educating about service offerings, to acting as a primary point of contact.
The successful candidate will report directly to the President and CIO. Ideally this position would be located in Toronto, but we are open to exceptional candidates who are based elsewhere in the Canada.
Qualifications:
* Above all, must have the highest standards of integrity, morality, discretion and fiduciary responsibility;
* Must have a service-oriented attitude, a keen sense of interest, and a desire to learn and think differently;
* Must have at least 7 years in a similar role, with at least 3 of those having focused on delivering investment related service to Canadian Family Office and/or UHNWI clients;
* Must have sufficient knowledge of investing and the various investment service models to understand and present how our service offering will benefit clients;
* Must have an existing network of Family Office and Ultra High Net Worth Individual contacts
* Must be fluent in English; French is a plus but not essential; and
* Must have the ability to operate in an entrepreneurial boutique environment: independent, good project management skills, good time management ability and flexibility.
Competitive base salary together with an above market equity and cash bonus scheme.
Please send CV and cover letter to Merghani at: merghani.salih@ap-executive.com
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