Private Wealth Manager
Treegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to offer discretionary investment management and financial planning services. We serve high net worth individuals, charities, and foundations. Treegrove is committed to delivering personalized and strategic financial solutions to meet our clients' unique needs.
Role Description
Looking for a change? Had enough of working for a bank? Time to start your own business?
This is a full-time remote role for a Private Wealth Manager. The role involves providing comprehensive financial planning and estate planning services, managing investment portfolios, and developing tailored financial strategies for high net worth clients. The Wealth Manager will also be responsible for maintaining and growing client relationships, conducting regular reviews, and ensuring clients’ financial goals are met. Must have book of business.
Qualifications
Role Description
Looking for a change? Had enough of working for a bank? Time to start your own business?
This is a full-time remote role for a Private Wealth Manager. The role involves providing comprehensive financial planning and estate planning services, managing investment portfolios, and developing tailored financial strategies for high net worth clients. The Wealth Manager will also be responsible for maintaining and growing client relationships, conducting regular reviews, and ensuring clients’ financial goals are met. Must have book of business.
Qualifications
- CIM or level 1 CFA
- book of business
- Financial Planning and Estate Planning skills
- Certified Financial Planner certification
- Investment Management skills
- Strong background in Finance
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Experience in serving high net worth individuals is a plus
- Bachelor's degree in Finance, Economics, or related field
