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Relationship Manager, Private Equity
2 months ago
About the Role:
The Relationship Manager, Private Equity will be responsible for creating referral sources for new investors and managing existing investors, while supporting Skyline's shared goal of creating meaningful value and an exceptional experience for our customers, our people, and our communities.
Key Responsibilities:
- Prospect new leads generated by marketing campaigns.
- 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 in providing quality service to customers.
- Personality with a great sense of humor and ability to make a positive first impression.
- Drive to be in front of investors and communicate effectively.
- Diligence in tracking sales activities and experience with CRM tools.
- Knowledge of exempt market investments and proven experience in providing financial advice.
- Language skills in French would be considered a strong asset.
- Experience in related investment management for at least 5 years.
- Education in Business, Economics, Accounting, Finance, or related field, with completion of Canadian Securities course and CIM/CFA designations preferred.
About Skyline Group of Companies:
Skyline Group of Companies is a growing company that supports environmental stewardship and social responsibilities. We offer our employees a competitive base salary + monthly commissions, benefits, paid volunteer day, group RSP, on-going training, growth potential, and a workplace culture that empowers staff to become involved in supporting and building vibrant communities.
