Capital Markets Advisors

Turning Change Into Opportunity


Portfolio Managers/Relationship Managers (PMs) 

Our Global Investment Client is looking to grow — multiple locations, multiple roles, good salary, good bonus, and good benefits.   

Are you currently a licensed direct HNW and ultra HNW individual client facing (not institutional) and enjoy that relationship and do not like prospecting? The Portfolio or Relationship Managers (: PMs) are considered the voice of the firm to our high-net-worth HNW clients. As the central point of contact, PMs educate each of our clients on the firm’s investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market—all to help each of our clients stay on track to achieve their long-term goals. : PMs provide a valuable service to our clients, from the initial on-boarding phase to building lasting relationships based on trust and the expertise that the firm offers. : PMs receive support from internal departments to allow them to focus on providing unparalleled customer service. : PMs are dedicated to servicing clients and are experts in managing those relationships.  

What a new PM. should expect:  

  • An assigned roster of high net worth clients, to focus on building trust, educating, and providing unparalleled customer service  
  • Advanced finance and capital markets education through our training and mentoring program  
  • Direct access to portfolio decision makers and their supporting research teams to further your education and provide quality solutions to clients  
  • Open team environment to provide support and organic learning from other intelligent and ambitious PMs  
  • Opportunities for advancement which are driven by your performance, drive, and attitude—you determine your career path 
  • Competitive compensation that aligns your interest with the client’s, instead of selling  

Who excels in this role? 

The individuals who typically excel in this role have substantial finance experience, an appreciation for global markets and a thorough understanding of the investment industry. They understand the firm is structurally and culturally different from its competition, and that gives us an advantage. An PM’s success is largely based on developing relationships with clients—as opposed to focusing primarily on selling them products or unnecessarily trading their accounts. : PMs thrive in this role because of a passion and drive to serve clients and continuously strive to put clients first.  

Clients’ health medical dental plan is 100% for you and your family [no co pay] also client will pay relocation fee multiple locations good base salary and extensive onboarding and training.  


Are you currently direct client facing HNW retail wealth (not institutional) and licensed with or without a book and interested in chatting confidentially about opportunities in wealth anywhere in North America contact Brett Evans or submit info below and our recruiting team will contact you!


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