Relationship Manager, Business Development Specialist, Private Equity Executive

6 days ago

Guelph, Ontario, Canada Skyline Group of Companies Full time
Job Description

**About the Role**

We are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at the Skyline Group of Companies. As a key member of our team, you will be responsible for overseeing the Wealth Management team by advising on policies, procedures, and training new team members on our best practices.

**Key Responsibilities**

  • Develop employee skills through regular coaching and development sessions, utilizing tools and market intelligence to ensure Relationship Managers have a broad understanding of the real estate and investment marketplace.
  • Assist with organizing and prioritizing the team's workload based on business priorities.
  • Assist with the review of the Relationship Manager team's outputs, and review for accuracy and effectiveness while providing feedback to the team.
  • Prospect new leads generated by marketing initiatives.
  • Develop new investor lead sources and centers of influence using sales tools.
  • Maintain relationships with existing top-tier clients and/or high referral sources through regular investor communications and in-person meetings.
  • Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
  • Provide client support to maintain excellent customer satisfaction.

**Requirements**

  • Passion for investment management, finance, and economics.
  • Professionalism, including taking pride in the quality of service provided to customers.
  • Personality, including a great sense of humor and ability to make a positive first impression.
  • Drive, including being a seasoned traveler and able to communicate effectively with investors.
  • Diligence, including thoroughness in tracking sales activities and experience with CRM tools like Salesforce.
  • Knowledge of exempt market investments and proven experience in providing financial advice.
  • Language skills, including excellent verbal and written communication skills in French.
  • Experience, including at least 5 years related investment management experience.
  • Education, including a University Degree in Business, Economics, Accounting, or Finance, and completion of Canadian Securities course, CIM/CFA designations preferred.

**Why Work with Us**

  • You are a people person and providing excellent customer service comes naturally to you.
  • Relationships are important to you, and you know how to build trust with clients.
  • You are eager to help build a business you believe in and are driven to make your mark in a competitive industry.
  • You enjoy working with a great team and collaborating with others.
  • You are passionate about sharing your knowledge of exempt market products with others.
  • You value working for a growing company that supports environmental stewardship and social responsibilities.
  • You want to work for an employer that supports work-life balance and cares about your overall well-being.

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