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Client Relationship Manager

3 weeks ago

Ottawa, Ontario, Canada Prosperity Project Full time

About Prosperity Project and AGF:

Prosperity Project is part of AGF Management Limited, a globally diverse asset management firm founded in 1957. Our companies deliver excellence in investing through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

We prioritize innovation, leadership and personal commitment in our teams. Our growth and success depend on our employees' dedication and disciplined approach.

This role involves developing strong business relationships with clients by identifying and selling opportunities, as well as measuring client satisfaction. The ideal candidate has sales skills, enthusiasm for markets and a passion for making an impact on customer satisfaction.

Key Responsibilities:

  • Identify and sell new business opportunities to clients
  • Support dealers and brokers on market performance and industry trends
  • Participate in client meetings, seminars and industry events
  • Conduct market research to identify emerging needs and new sales opportunities
  • Develop and maintain internal and external relationships for sales optimization

Requirements:

  • Bachelor's degree in finance or related field
  • Financial industry experience, preferably as a Sales Coordinator or Business Development Manager
  • Strong computer and phone skills, including Microsoft Office
  • Excellent presentation and telephone skills
  • Ability to build and maintain client relationships