Take the helm as the Ultra-High-Net-Worth Strategist at Canadian Adventure Charters, focusing on strategic capital positioning for elite clients across the globe.
This role emphasizes elite-level engagement, working closely with family offices and institutional capital sources to establish enduring relationships. You will play a crucial part in facilitating access to bespoke expedition services and high-value membership tiers. Being part of CAC means operating in an environment characterized by discretion, authority, and a unique understanding of multigenerational capital strategies.
Key Responsibilities:
• Develop and nurture relationships with UHNW principals
• Guide discussions on identity alignment and legacy strategies
• Position clients for VIP Membership and expedition charters
• Present CAC’s strategic investment architecture and pathways
• Collaborate on market and investment intelligence
Requirements:
• 10-20+ years in private capital or wealth advi...