Drive growth as a Relationship Manager focusing on private equity sales. Engage with accredited investors and help them access exclusive investment strategies in a fully remote capacity.
In this role, you will play an integral part in fostering long-term, trustworthy relationships with investors across Canada. Your ability to consult on their financial aspirations will position exclusive private funds as essential components of their wealth strategy. You’ll also coordinate with internal teams for superior client experiences.
Key Responsibilities:
• Build long-lasting relationships with warm investor leads
• Understand and advise on client financial goals
• Collaborate on seamless client onboarding processes
• Represent the brand at key investor functions
Requirements:
• 5+ years in investment sales or wealth management
• Proven ability to navigate high-net-worth conversations
• Degree in Finance, Business, or a related field
• Eligibility for Dealing Re...