Oversee Canadian institutional equity sales and client relationship management. Apply your investment acumen to support strategic sales operations and enhance client service.
As a director, you will be responsible for expanding equity business relationships and advising clients on investment opportunities. This involves comprehensive knowledge of financial markets and a proactive approach to client engagement. You will work collaboratively with senior management and internal teams to implement effective sales strategies that align with client needs and market trends.
Key Responsibilities:
• Strengthen relationships with institutional clients
• Deliver timely insights on equity products
• Communicate investment philosophies to clients
• Motivate and develop the sales team
• Report performance metrics to senior management
Requirements:
• Bachelor’s degree in relevant discipline
• At least five years in equity sales
• SIE, Series 7, and 63 licenses require...