Investment Relationship Manager

6 hours ago

Guelph, Ontario, Canada Skyline Group of Companies Full time
About the Role

We are seeking a highly skilled and experienced Investment Relationship Manager to join our Wealth Management team at Skyline Group of Companies. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.

Key Responsibilities
  1. Client Relationship Management: Develop and maintain strong relationships with our clients, providing personalized service and support to meet their investment needs.
  2. Business Development: Identify and pursue new business opportunities, building relationships with potential clients and partners to drive business growth.
  3. Team Collaboration: Work closely with our Wealth Management team to develop and implement strategies to drive business growth and improve client satisfaction.
  4. Market Intelligence: Stay up-to-date on market trends and developments, providing insights and recommendations to our clients and team members.
Requirements
  1. Experience: At least 5 years of experience in investment management, with a proven track record of success in client relationship management and business development.
  2. Education: A University Degree in Business, Economics, Accounting, or Finance, with a strong understanding of exempt market investments and regulatory requirements.
  3. Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members. Strong analytical and problem-solving skills, with the ability to stay up-to-date on market trends and developments.
About Skyline Group of Companies

Skyline Group of Companies is a fully integrated investment management organization, grounded in real estate and powered by people. We are committed to providing exceptional service and support to our clients, while driving business growth and improving our communities.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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