Vice President and future Partner of business development Private Wealth Management boutique
Top Benefits
About the role
Company Description Schwaben Capital Group Limited is an Ontario-based investment and wealth management firm. Our clientele are established entrepreneurs, senior executives, and high-net-worth families who seek attention to individual client circumstances. We invest in public securities through a philosophy of long-term, value and GARP oriented investmentments.
Role Description This is a full-time hybrid role as a Vice President and Future Partner of business development for Private Wealth Management & Multi Family Office. Based in Toronto, ON, the role offers flexibility with some opportunities for remote work. Responsibilities include developing and maintaining client relationships, managing the sales cycle, delivering exceptional customer service, identifying and pursuing new business opportunities, and contributing to marketing initiatives.
Qualifications Strong Communication and sales skills to develop client relationships and maintain an ongoing sales pipeline. Proven Sales expertise with a track record of achieving targets and identifying new opportunities. Sales & Marketing management and developing sales strategies. Previous experience in financial services or investment management is required. Strong understanding of wealth management and the needs of high-net-worth clients is required Ability to operate effectively in a hybrid work environment. 5 to 10 year term experience in investment and wealth management sales Completion of CFA level 1 and enrolment in the CFA program
Ideally you have a book of business or have significant contacts of affluent individuals from previous roles.
This role is a role for someone who is interested in leading an investment boutique within the next 5 years when I would like to semi-retire from the firm.
Compensation will be a nominal base with bonus and significant upside potential and equity for the right person.
About Schwaben Capital Group Limited
Schwaben Capital Group Limited is an investment management and investment banking firm. Our group caters to established entrepreneurs, senior executives and high net worth families. We feel that these individuals demand more attention to the details of their own circumstances. The company has two divisions:
"Schwaben Investment Counsel" is the investment management division and, at this point, the more dominant part of the Schwaben Capital Group that manages conventional investment portfolios invested in public securities. Our investment philosophy is to invest in good businesses for the long term, to pay close attention to the details of our client's circumstances and manage their assets accordingly.
"Schwaben Capital Markets" provides investment banking advise to private companies. In our Capital Markets division we intentionally deal only in private company mandates as we feel this is where we can add value to our own clients businesses and at the same time avoid any conflicts of interest that might arise from managing and advising on public companies.
Schwaben Capital Group Limited is registered as a Portfolio Manager and an Exempt Market Dealer with the Ontario Securities Commission in the Province of Ontario.
"Schwaben Financial Counsel Inc." is a sister company of "Schwaben Capital Group Limited". Schwaben Financial is an Insurance company registered as a Life, Health and Accident & Sickness Insurance company with the FSCO.
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Vice President and future Partner of business development Private Wealth Management boutique
Top Benefits
About the role
Company Description Schwaben Capital Group Limited is an Ontario-based investment and wealth management firm. Our clientele are established entrepreneurs, senior executives, and high-net-worth families who seek attention to individual client circumstances. We invest in public securities through a philosophy of long-term, value and GARP oriented investmentments.
Role Description This is a full-time hybrid role as a Vice President and Future Partner of business development for Private Wealth Management & Multi Family Office. Based in Toronto, ON, the role offers flexibility with some opportunities for remote work. Responsibilities include developing and maintaining client relationships, managing the sales cycle, delivering exceptional customer service, identifying and pursuing new business opportunities, and contributing to marketing initiatives.
Qualifications Strong Communication and sales skills to develop client relationships and maintain an ongoing sales pipeline. Proven Sales expertise with a track record of achieving targets and identifying new opportunities. Sales & Marketing management and developing sales strategies. Previous experience in financial services or investment management is required. Strong understanding of wealth management and the needs of high-net-worth clients is required Ability to operate effectively in a hybrid work environment. 5 to 10 year term experience in investment and wealth management sales Completion of CFA level 1 and enrolment in the CFA program
Ideally you have a book of business or have significant contacts of affluent individuals from previous roles.
This role is a role for someone who is interested in leading an investment boutique within the next 5 years when I would like to semi-retire from the firm.
Compensation will be a nominal base with bonus and significant upside potential and equity for the right person.
About Schwaben Capital Group Limited
Schwaben Capital Group Limited is an investment management and investment banking firm. Our group caters to established entrepreneurs, senior executives and high net worth families. We feel that these individuals demand more attention to the details of their own circumstances. The company has two divisions:
"Schwaben Investment Counsel" is the investment management division and, at this point, the more dominant part of the Schwaben Capital Group that manages conventional investment portfolios invested in public securities. Our investment philosophy is to invest in good businesses for the long term, to pay close attention to the details of our client's circumstances and manage their assets accordingly.
"Schwaben Capital Markets" provides investment banking advise to private companies. In our Capital Markets division we intentionally deal only in private company mandates as we feel this is where we can add value to our own clients businesses and at the same time avoid any conflicts of interest that might arise from managing and advising on public companies.
Schwaben Capital Group Limited is registered as a Portfolio Manager and an Exempt Market Dealer with the Ontario Securities Commission in the Province of Ontario.
"Schwaben Financial Counsel Inc." is a sister company of "Schwaben Capital Group Limited". Schwaben Financial is an Insurance company registered as a Life, Health and Accident & Sickness Insurance company with the FSCO.