cidelgroup

UHNW Associate 2026

TORONTO, Ontario · Full-time

Sponsorship not specifiedDetected 20 days ago

CRMBusiness DevelopmentCustomer SupportCommunicationMicrosoft OfficeInternal Audit

About the role

Position: UHNW Associate Location: Toronto Type: Full Time This posting is for an existing position that is currently vacant.
Job Description About Cidel Cidel is a Canadian-based global private bank and asset manager.
We help high net worth individuals, families and institutions protect and grow their wealth.

Cidel is seeking a polished, proactive Associate to support our Ultra High Net Worth team in cultivating, deepening, and stewarding sophisticated client relationships.
The Associate will manage day‑to‑day administrative and transactional needs, contribute to business development efforts, and ensure a seamless, high‑touch client experience.
Execute and support daily operational activities such as cash movements, trading instructions, foreign exchange, and account updates, ensuring adherence to internal controls and regulatory standards.
Collaborate with colleagues across Asset Management, Planning & Trust, and Specialized Banking to prepare proposals, briefing materials, and client‑ready presentations.
Support business development initiatives by preparing materials, tracking opportunities, and helping manage CRM data and follow‑up activities.

Minimum of three years' experience in multi-family office, wealth management, private banking, investment management, or a related financial services environment.
Strong understanding of financial services and investment concepts, with the ability to communicate comfortably with UHNW clients.
Entrepreneurial mindset with the ability to take initiative, anticipate needs, and operate as a self‑starter in a dynamic, team‑based environment.
Demonstrated customer service orientation and a track record of delivering high‑quality work in a fast‑paced, detail‑driven environment.
Proficiency in Microsoft Office
experience with CRM systems and AI integration.
Excellent written and verbal communication skills, with the ability to produce polished, client‑ready materials.
Bachelor's degree in commerce, finance, communications, or a related field.

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

This listing is sourced directly from cidelgroup's careers page and normalized into a canonical job model.