Relationship Manager, Private Equity

5 days ago

Toronto, Ontario, Canada Skyline Group of Companies Full time

Are you a relationship-building expert looking to take your skills to the next level? We're seeking a skilled Relationship Manager, Private Equity to join our team at Skyline Group of Companies.

Job Summary

The Relationship Manager, Private Equity will be responsible for developing and maintaining strong relationships with existing investors, as well as identifying and pursuing new investment opportunities. This role requires a strong understanding of investment management and a proven track record of building and maintaining relationships with high-net-worth individuals.

Key Responsibilities

  • Prospect new leads generated by marketing campaigns
  • Develop new investor lead sources and centers of influence using Sales Navigator
  • 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, with a focus on delivering exceptional customer service
  • Strong communication and interpersonal skills, with the ability to build trust with clients
  • Drive and determination, with a proven track record of achieving sales targets
  • Diligence and attention to detail, with experience using CRM tools like Salesforce
  • Knowledge of exempt market investments and proven experience in providing financial advice
  • Excellent verbal and written communication skills in French (an asset)
  • At least 5 years of related investment management experience
  • University degree in Business, Economics, Accounting, or Finance, with completion of Canadian Securities course and CIM/CFA designations (preferred)

Why Join Skyline Group of Companies?

  • We offer a competitive base salary + monthly commissions, benefits, paid volunteer day, group RSP, on-going training, growth potential, and more
  • Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities

We're a growing company that's grounded in real estate and powered by people. If you're passionate about building relationships and driving business growth, we'd love to hear from you.

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