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.

How to Apply

If you are passionate about building lasting partnerships and excel in engaging high-net-worth clients, we would love to hear from you. Please send your resume and a brief cover letter detailing your relevant experience to info@trunitypartners.com.

We appreciate all applications; however, only those selected for an interview will be contacted. Thank you for your interest in joining our team!