Job Description
Overview
Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance procedures, technology, and research teams that are industry-leading.
We are seeking a Client Relationship Manager to support high-net-worth individuals and families in accessing private-market and alternative investment opportunities, focusing on relationship management, client education, and execution support across the full client lifecycle.
Key Responsibilities
Build and maintain long-term relationships with high-net-worth clients through consistent communication and follow-up.
Lead client onboarding activities, including KYC collection, understanding investment objectives, risk tolerance, and liquidity considerations, and keeping client records current.
Present and explain private-market and alternative investment strategies, including structure, risks, liquidity constraints, and fee mechanics, in a clear and professional manner.
Coordinate closely with internal product, operations, and compliance teams to support client engagement and transaction execution.
Manage client and prospect interactions from initial interest through completion, ensuring timely follow-ups and accurate documentation.
Maintain detailed records in CRM systems, including activity tracking, follow-up schedules, and compliance documentation.
Organize and host client seminars, webinars, and small group events to support relationship development and lead conversion.
Support subscriptions, redemptions, and ongoing client inquiries in collaboration with operations and fund administration teams.
Conduct periodic client review meetings to discuss market developments and changes in client circumstances.
Compliance responsibilities
Follow all applicable KYC, suitability, and client documentation requirements under Canadian securities regulations and internal policies.
Ensure client communications and records meet regulatory and firm standards; escalate issues to compliance when required.
Qualifications
3–8+ years of experience in private wealth management, exempt market distribution, private banking, or alternative investment platforms.
Exposure to private equity, private credit, real assets, or other alternative investments in a client-facing or client-support role.
Strong experience in client service, relationship management, and structured follow-up processes.
Working knowledge of Canadian securities regulations and sales-practice requirements.
Proficiency with CRM systems (e.g., Salesforce, Wealthbox, Microsoft Dynamics).
Credentials or progress toward: EMP, CIM, CFA, CFP, CSC etc. is preferred.
Skills and attributes
Strong interpersonal and communication skills, with the ability to explain complex investment structures clearly.
Highly organized, detail-oriented, and disciplined in follow-up.
Confident presenter in one-on-one meetings and group settings.
Comfortable working with entrepreneurs, professionals, and multi-generational families.
Language requirements
Fluent in English.
Cantonese or Mandarin strongly preferred.
Job Type: Full-time
Pay: $45,000.00-$150,000.00 per year
Benefits:
Dental care
Extended health care
Tuition reimbursement
Work Location: In person
Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance procedures, technology, and research teams that are industry-leading.
We are seeking a Client Relationship Manager to support high-net-worth individuals and families in accessing private-market and alternative investment opportunities, focusing on relationship management, client education, and execution support across the full client lifecycle.
Key Responsibilities
Build and maintain long-term relationships with high-net-worth clients through consistent communication and follow-up.
Lead client onboarding activities, including KYC collection, understanding investment objectives, risk tolerance, and liquidity considerations, and keeping client records current.
Present and explain private-market and alternative investment strategies, including structure, risks, liquidity constraints, and fee mechanics, in a clear and professional manner.
Coordinate closely with internal product, operations, and compliance teams to support client engagement and transaction execution.
Manage client and prospect interactions from initial interest through completion, ensuring timely follow-ups and accurate documentation.
Maintain detailed records in CRM systems, including activity tracking, follow-up schedules, and compliance documentation.
Organize and host client seminars, webinars, and small group events to support relationship development and lead conversion.
Support subscriptions, redemptions, and ongoing client inquiries in collaboration with operations and fund administration teams.
Conduct periodic client review meetings to discuss market developments and changes in client circumstances.
Compliance responsibilities
Follow all applicable KYC, suitability, and client documentation requirements under Canadian securities regulations and internal policies.
Ensure client communications and records meet regulatory and firm standards; escalate issues to compliance when required.
Qualifications
3–8+ years of experience in private wealth management, exempt market distribution, private banking, or alternative investment platforms.
Exposure to private equity, private credit, real assets, or other alternative investments in a client-facing or client-support role.
Strong experience in client service, relationship management, and structured follow-up processes.
Working knowledge of Canadian securities regulations and sales-practice requirements.
Proficiency with CRM systems (e.g., Salesforce, Wealthbox, Microsoft Dynamics).
Credentials or progress toward: EMP, CIM, CFA, CFP, CSC etc. is preferred.
Skills and attributes
Strong interpersonal and communication skills, with the ability to explain complex investment structures clearly.
Highly organized, detail-oriented, and disciplined in follow-up.
Confident presenter in one-on-one meetings and group settings.
Comfortable working with entrepreneurs, professionals, and multi-generational families.
Language requirements
Fluent in English.
Cantonese or Mandarin strongly preferred.
Job Type: Full-time
Pay: $45,000.00-$150,000.00 per year
Benefits:
Dental care
Extended health care
Tuition reimbursement
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Client Relationship Manager position is now open for candidates interested in the Finance sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
