Relationship Manager

4 weeks ago

Ottawa, Ontario, Canada Jobopenning Full time
Job Title: Relationship Manager

Job Summary:

The Relationship Manager will play a pivotal role in fostering and maintaining client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.

Key Responsibilities:

  • Client Relationship Management: Acquisition of new customers and maintenance of strong relationships with clients, understanding their investment goals and preferences to provide tailored solutions.
  • Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions.
  • Account Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements.
  • Customer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status.
  • Performance Monitoring: Track and analyze client portfolios, recommending adjustments as necessary to optimize performance.
  • Market Research: Stay informed about market developments, economic indicators, and investment opportunities, sharing insights with clients regularly.
  • Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.
  • Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective execution of trades.

Requirements:

  • Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) is a plus.
  • Experience: 3-5 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.
  • Skills:
    • Strong knowledge of financial markets, investment products, and trading processes.
    • Excellent interpersonal and communication skills, with a focus on client engagement.
    • Proficient in CRM software and trading platforms.
    • Analytical mindset with the ability to interpret financial data and trends.
  • Attributes:
    • Proactive, client-focused, and results-driven.
    • Strong organizational skills with the ability to manage multiple clients and priorities.
    • High ethical standards and commitment to compliance.

Benefits:

Salary up to 8LPA + Performance-based Incentive

  • Relationship Manager

    1 month ago

    Ottawa, Ontario, Canada Jobopenning Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Jobopenning. As a key member of our stock broking house, you will play a vital role in managing and nurturing client relationships.Key Responsibilities:Client Relationship Management: Acquire new customers and maintain strong relationships with existing clients,...

  • Relationship Manager

    1 month ago

    Ottawa, Ontario, Canada Jobopenning Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Jobopenning. As a key member of our stock broking house, you will play a vital role in managing and nurturing client relationships.Key Responsibilities:Client Relationship Management: Acquire new customers and maintain strong relationships with existing clients,...

  • Relationship Manager

    4 weeks ago

    Ottawa, Ontario, Canada Jobopenning Full time

    {"h3": "Job Summary ", "p": "At Jobopenning, we are seeking a skilled Relationship Manager to join our team. As a key member of our stock broking house, you will play a crucial role in managing and nurturing client relationships. Your exceptional service skills, combined with your deep understanding of financial markets, will enable you to provide tailored...

  • Relationship Manager

    4 weeks ago

    Ottawa, Ontario, Canada Jobopenning Full time

    {"h3": "Job Summary ", "p": "At Jobopenning, we are seeking a skilled Relationship Manager to join our team. As a key member of our stock broking house, you will play a crucial role in managing and nurturing client relationships. Your exceptional service skills, combined with your deep understanding of financial markets, will enable you to provide tailored...

  • Relationship Manager

    4 weeks ago

    Ottawa, Ontario, Canada Jobopenning Full time

    Job Title: Relationship ManagerJob Summary:The Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.Key...

  • Relationship Manager

    4 weeks ago

    Ottawa, Ontario, Canada Jobopenning Full time

    Job Title: Relationship ManagerJob Summary:The Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.Key...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    Job Title: Relationship Management AssociateCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team. As the first point of contact for building, managing, and supporting relationships with internal stakeholders and external stakeholder groups, you will be responsible for fostering...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCanadian Blood Services is seeking a highly skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation,...

  • Relationship Management Associate

    4 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    Job Title: Relationship Management AssociateCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team. As the first point of contact for building, managing, and supporting relationships with internal stakeholders and external stakeholder groups, you will play a vital role in...

  • Relationship Management Associate

    4 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    Job Title: Relationship Management AssociateCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team. As the first point of contact for building, managing, and supporting relationships with internal stakeholders and external stakeholder groups, you will play a vital role in...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCanadian Blood Services is seeking a highly skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation,...

  • Relationship Management Associate

    4 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation, utilization,...

  • Relationship Management Associate

    4 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation, utilization,...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCANADIAN BLOOD SERVICES IS SEEKING A RELATIONSHIP MANAGEMENT ASSOCIATE TO JOIN OUR MEDICAL AFFAIRS AND INNOVATION TEAM.The successful candidate will be responsible for building, managing, and supporting relationships with internal stakeholders and external stakeholder groups, including partners, hospital representatives, stem cell registries,...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCanadian Blood Services is seeking a skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation, utilization,...

  • Agriculture Relationship Manager

    3 weeks ago

    Ottawa, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:The Relationship Manager, Agriculture Services is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for building new relationships and deepening existing customer relationships for both credit and non-credit products/services.Key...

  • Relationship Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    Job SummaryWe are seeking a highly skilled Relationship Management Associate to join our dynamic Medical Affairs and Innovation team at Canadian Blood Services. As the first point of contact for building, managing, and supporting relationships with internal stakeholders and external stakeholder groups, you will play a vital role in fostering a positive image...

  • Relationship Management Associate

    2 weeks ago

    Ottawa, Ontario, Canada Canadian Blood Services Full time

    About the RoleCANADIAN BLOOD SERVICES is seeking a Relationship Management Associate to join our dynamic Medical Affairs and Innovation team.The Medical Affairs and Innovation team is responsible for supporting Canadian Blood Services by providing oversight for the Centre for Innovation, organ and stem cell donation and transplantation, utilization, donor...

  • Business Relationship Manager

    1 month ago

    Ottawa, Ontario, Canada Ourcommons Full time

    Job Title: Manager de la performanceOurcommons is seeking a highly skilled Manager de la performance to join our team. As a key member of our Digital Services and Real Property (DSRP) team, you will be responsible for leading and facilitating business relationships with clients and partners to build and maintain trusted business partnerships.Key...

  • Business Relationship Manager

    1 month ago

    Ottawa, Ontario, Canada Ourcommons Full time

    Job Title: Manager de la performanceOurcommons is seeking a highly skilled Manager de la performance to join our team. As a key member of our Digital Services and Real Property (DSRP) team, you will be responsible for leading and facilitating business relationships between our product lines and business leaders within a dedicated client portfolio.Key...