Private Wealth Advisor (Mandarin speaking) – Client Engagement & Growth
Top Benefits
About the role
About the job
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 private Client Relations Specialist (Mandarin-speaking )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
- Mandarin-speaking is a must.
- 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.
We appreciate all applications; however, only those selected for an interview will be contacted. Thank you for your interest in joining our team!
About Trunity Partners Ltd.
Trunity Partners Ltd. is an independent, Toronto-based investment manager providing discretionary investment management services to private clients, business owners, foundations, and family offices.
At Trunity, we are business people investing in businesses. We bring a deep understanding of how companies create long-term value by combining hands-on commercial experience with disciplined, bottom-up investment research.
Our proprietary Trunity Hexagon Model allows us to assess businesses across six essential dimensions: value proposition, business model, competitive advantages, growth opportunity, people & culture, and financials. We focus on identifying high-quality, compounding businesses globally with the potential for enduring growth and resilient returns. By applying business insight to investment decisions, we help clients build portfolios designed to weather cycles and create sustainable wealth over generations.
We work alongside business-minded clients—entrepreneurs, executives, and family offices—offering more than investment management. We provide partnership, commercial insight, and independent thinking that extend beyond traditional advisory services.
Trunity was founded on the belief that investing is both an opportunity and a responsibility. We are committed to helping clients and their families grow lasting wealth while contributing to a more equitable and sustainable future.
Through the Trunity Hexagon Program, we mentor and empower the next generation of business leaders—including client families, university students, and young professionals—helping them strengthen their business acumen, critical thinking, and leadership skills to navigate the evolving global business world.
As a 100% employee-owned firm, our interests are fully aligned with our clients. We aim to be long-term partners, building enduring relationships rooted in trust, collaboration, and shared success.
Private Wealth Advisor (Mandarin speaking) – Client Engagement & Growth
Top Benefits
About the role
About the job
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 private Client Relations Specialist (Mandarin-speaking )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
- Mandarin-speaking is a must.
- 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.
We appreciate all applications; however, only those selected for an interview will be contacted. Thank you for your interest in joining our team!
About Trunity Partners Ltd.
Trunity Partners Ltd. is an independent, Toronto-based investment manager providing discretionary investment management services to private clients, business owners, foundations, and family offices.
At Trunity, we are business people investing in businesses. We bring a deep understanding of how companies create long-term value by combining hands-on commercial experience with disciplined, bottom-up investment research.
Our proprietary Trunity Hexagon Model allows us to assess businesses across six essential dimensions: value proposition, business model, competitive advantages, growth opportunity, people & culture, and financials. We focus on identifying high-quality, compounding businesses globally with the potential for enduring growth and resilient returns. By applying business insight to investment decisions, we help clients build portfolios designed to weather cycles and create sustainable wealth over generations.
We work alongside business-minded clients—entrepreneurs, executives, and family offices—offering more than investment management. We provide partnership, commercial insight, and independent thinking that extend beyond traditional advisory services.
Trunity was founded on the belief that investing is both an opportunity and a responsibility. We are committed to helping clients and their families grow lasting wealth while contributing to a more equitable and sustainable future.
Through the Trunity Hexagon Program, we mentor and empower the next generation of business leaders—including client families, university students, and young professionals—helping them strengthen their business acumen, critical thinking, and leadership skills to navigate the evolving global business world.
As a 100% employee-owned firm, our interests are fully aligned with our clients. We aim to be long-term partners, building enduring relationships rooted in trust, collaboration, and shared success.