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Wholesaler

3 weeks ago


Vancouver, British Columbia, Canada Winchesters Full time

Wholesaler - Capital Raising (Retail)

Vancouver, British Columbia (hybrid in office)

Competitive compensation made up of base plus commission (or pure commission if that is your preference)

Our client is a growth-oriented, BC-based real estate investment firm primarily focused on multi-residential development and management across the country.

The Wholesaler is a newly created role and will be an important role in the Company's platform growth including fund raising, corporate development and product development. This is a broad role with significant responsibility, well suited to an individual with significant fund raising and client management experience, now looking to apply it in a hands-on, entrepreneurial and platform building environment. The company is seeking an individual who can leverage their pre-existing private, retail, and potentially institutional client relationships to lead the capital raising initiatives.

With established expertise in capital raising and investment structuring, the incoming Wholesaler will be an instrumental figure in establishing fundraising channels for the various investment mandates being undertaken by our client. The key area that you will be focused on will be Retail. The company has a great track record with an existing investor pool, but will like this person to join and help grow the investor base.

Roles & Responsibilities

  • Build and maintain strong relationships with prospective and current investors, with a focus on HNW and Family Office segments.
  • Maintain technical knowledge of the company's offerings to provide the best solutions for investors.
  • Clearly communicate the offerings and assist investors with due diligence questions and investor subscription process, where appropriate from a legal and regulatory perspective.
  • Use CRM software to track business development efforts and progress achieved.
  • Assist in marketing efforts such as creating investor presentations, webinars, and educational materials.
  • Assist in structuring and successfully launching new investment mandates for the investors.
  • Establish, maintain, and engage with industry relationships including advisors, lenders, brokers, legal counsel, and accountants.

Qualifications & Experience

  • 7+ years of investment sales experience, with a proven track record in developing and growing Assets Under Management.
  • Ideally comes with a black book of investors they can reach out to
  • Intimate understanding of financial products that serve the interests of institutional and high-net-worth investors.
  • Experience in raising capital from family offices, UHNW individuals and HNW families or institutional avenues.
  • A self-starter who can manage individual responsibilities and maintain overall awareness of management priorities.
  • Excellent communication skills and ability to work in a team setting.

Unfortunately, due to the high volume of applicants, only those individuals chosen for an interview will be contacted.