Private Client Relationship Specialist

Job Opening

Company Overview

Trunity Partners Ltd. is an independent, Toronto-based investment manager providing discretionary investment management services to private clients, business owners, foundations, and family offices. We pride ourselves on our client-centric approach, offering solid wealth management solutions to our elite clientele.

Position Summary

We are seeking a proactive and resourceful High-Net-Worth Client Relations Specialist to expand our client base, nurture relationships, and serve as a trusted advisor to potential and current high-net-worth investors. The ideal candidate will be adept at identifying and engaging affluent clients, maintaining ongoing communication, and organizing client-facing forums and events that reinforce our firm’s value proposition.

Key Responsibilities

• Client Acquisition
• Identify, approach, and acquire new high-net-worth individuals and families interested in long-term public equity investment opportunities.
• Leverage existing networks and develop new pipelines to attract and connect with prospective clients.
• Communication & Coordination
• Maintain regular contact with clients to share relevant fund updates, market overviews, and any other pertinent information provided by our analysts or portfolio managers.
• Keep meticulous records of client interactions, preferences, and feedback for continuous service improvement.

Relationship Management

• Serve as the primary contact for both existing and potential high-net-worth clients, ensuring a high level of satisfaction and engagement.
• Develop and execute strategies to deepen client relationships over time.

Event & Forum Organization

• Plan and execute investor forums, seminars, and networking events to showcase our firm’s strategies and market perspectives.
• Collaborate with internal teams to prepare relevant content, coordinate logistics, and follow up with participants after events.

Conversion & Onboarding

• Guide prospective clients through the onboarding process, ensuring a smooth transition to become active investors in our fund.
• Maintain accurate records of client interactions, agreements, and investment profiles.

Qualifications

• Bachelor's degree in finance, Business, Marketing, or related field (advanced degree or MBA is a plus).
• Proven track record of client acquisition and relationship management, preferably with high-net-worth or institutional clients.
• Strong knowledge of investment products and capital markets (familiarity with the US equities market is highly desirable).
• Excellent communication and presentation skills, with the ability to convey complex ideas in a clear and compelling manner.
• Strong organizational skills and attention to detail; experience in planning or hosting events is a bonus.
• Self-motivated, results-driven, and eager to thrive in a fast-paced, growth-oriented environment.

What We Offer

• Competitive compensation package with performance-based incentives.
• Opportunity to develop your career with a team of seasoned professionals in the financial industry.
• Exposure to a dynamic portfolio of high-quality companies and innovative investment strategies.
• A collaborative work environment that values integrity, respect, and professional growth.

The information provided on this website is for general informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities, financial instruments, or investment products. Trunity Partners Ltd. is an independent investment firm based in Toronto, Canada. We are registered as a Portfolio Manager with the Ontario Securities Commission. Our services are intended for Canadian residents only, where legally permissible.

All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to past performance or case studies are provided for illustrative purposes only and should not be construed as a guarantee or indication of future performance.

This website does not provide personalized investment advice. For investment advice tailored to your personal circumstances, please consult directly with one of our registered professionals.

Trunity Partners Ltd. assumes no responsibility or liability for any errors or omissions in the content of this site. All trademarks, content, and materials on this site are the property of Trunity Partners Ltd. and may not be reproduced without express written permission.

+1 6472801718

2700, Brookfield Place, 161 Bay Street,

Toronto, ON, M5J 2S1

info@trunitypartners.com

www.trunitypartners.com

Copyright 2025 Trunity Partners Ltd. All rights reserved

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