Director, Investment Management- UHNW Director, Investment Management- UHNW …

TD Bank Group
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Competitive
TD Bank Group
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Competitive
Director, Investment Management- UHNW
Company Overview

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Department Overview

TD Wealth - Private Wealth Management is looking to expand their wealth management offering by increasing their presence in the Canadian market, specifically with Ultra High Net Worth (UHNW) clients and families. To help us achieve our vision, we are looking for an expert who specializes in investment planning for the UHNW market. The identified candidate will have a thorough understanding of the unique needs of UHNW clients and a proven track record of superior client service and relationship management.

Job Description

The Director, Investment Management, will manage the portfolios and service a book of UHNW clients.

Key Responsibilities:
  • Provide goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors, including: alternative investments
  • Manage client relationships and portfolio implementation through a robust discovery process, Investment Policy Statement and ongoing Client Reviews
  • Monitor cash and liquidity requirements and review / analyze required changes to portfolio structure.
  • Gain a deep understanding of and manage relationships with TD's UHNW clients and their families, including: family offices
  • Identify key issues and trends for UHNW families. Proactively leverage ideas, insights and relationships to improve the client experience
  • Proactively identify, introduce, and follow-up on opportunities for complementary businesses and solutions
  • Play a key role in the strategic conception, ongoing development, and successful execution of the UHNW strategy and Family Office model
  • Participate in and deliver client educational seminars as needed
  • Carry out research and stay up-to-date on relevant investment, wealth management and financial planning trends


Requirements

  • 15+ years' experience in client servicing, relationship management/business development
  • Proven track record of successfully working with the complexity often found with UHNW clients
  • Available knowledge on all asset classes and control discussion on various wealth topics
  • Ability to prospect new clients and maintain existing client portfolios
  • Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients and complex investment portfolios
  • High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client
  • Experience working in a Private Bank or Family Office
  • Ability to build strong COI relationship and build a broad network of external advisors
  • Capable of working alongside existing external advisors/ Family Office personnel
  • Understanding of the role family dynamics can play in family wealth transitions in the context of ultra-high-net-worth wealth
  • High achiever with entrepreneurial spirit - highly motivated individual who can develop and execute solutions from ambiguity
  • Experience working in a Private Bank or Family Office
  • Deep understanding of importance of discretion and need for confidentiality
  • Service oriented
  • Ability to relate to diverse group of stakeholders


Additional Information


  • CFA or CIM

  • CFP, CIWM an asset


Hours

Full Time

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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