Relationship Manager

Henley & Partners - The Firm of Global Citizens®

Montreal

On-site

CAD 50,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Medical, vision, and dental insurance

Discretionary bonus after 12 months

Flexible working arrangements

Job summary

A global citizenship advisory firm in Montreal seeks a Relationship Manager to handle client applications for residency and citizenship programs, ensuring exceptional customer service and relationship management. Ideal candidates will have 3+ years of account management experience, excellent communication skills, and knowledge of investment migration. The position offers a salary range of CAD 50,000 to CAD 55,000, along with comprehensive benefits and a culture of continuous learning.

Qualifications

3+ years experience in account management in investments, insurance, or wealth management.
Proven ability to nurture multi-level client relationships.
Full English business proficiency required.

Responsibilities

Manage all activities for client applications in residence or citizenship programs.
Deliver top-tier customer service to clients.
Build and execute a client-centric relationship framework.

Skills

Account management

Client relationship building

Communication skills

Detail-oriented

Proficiency in Microsoft Office

Cross-selling

CRM expertise

Knowledge in investment migration

Network development

Education

Masters or advanced degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM software

Job description

Join to apply for the Relationship Manager role at Henley & Partners - The Firm of Global Citizens

Base pay range

CA$50,000.00/yr - CA$55,000.00/yr

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.

Why choose Henley & Partners? Here's what sets us apart:

Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
Continuous Learning: We believe in investing in our employees' professional development. You'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.

...but that's enough about us, let's talk about you!

The primary role of the Relationship Manager is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program. This includes building and managing rapport with clients and their advisors to ensure optimum customer acquisition, retention and income generation.

Responsibilities

The role requires expertise across the entire residency and citizenship program portfolio offered by H&P as well as the ability to support other ancillary requirements when needed.
Deliver world-class, industry leading customer service to new and existing clients.
Manage key client relationships through regular contact and visits (when needed).
Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed.
Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
Continuously identify and exploit cross-selling opportunities that embed the firm and its offerings with client needs.
Leverage internal resources to assist the client with meeting the requirements of their application process.

Qualifications

+3 years' experience of account management within investments, insurance, private bank or wealth management.
Proven track record of successfully building and nurturing multi-level client relationships.
Superior written and verbal communication skills - full English business proficiency is required.
Ability to identify opportunities to cross-sell H&P's services.
Ability to work both independently and within a team environment, with focus and excellent attention to detail.
Proficient in Microsoft Word, Excel, PowerPoint and CRM.
Masters or an advanced degree will be considered as an advantage.
Knowledge and experience in the immigration by investment industry.
Strong international networks that allow for business development.

What we offer

Base salary between CAD 50.000-55.000;
Medical, vision and dental insurance after 90 days of probation period;
Discretionary bonus after 12 months of employment.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.

If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.

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