Relationship Manager, Private Equity

Skyline Group of Companies; Guelph; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a passionate Relationship Manager for their Wealth Management team. This full-time role involves leveraging strong relationship management skills to connect with new and existing investors. You will thrive in a collaborative environment, where your ability to build trust and provide exceptional service is paramount. The company is committed to environmental stewardship and social responsibility, making it an ideal place for those who value work-life balance and community engagement. Join a team that empowers you to make a significant impact in the investment management sector while enjoying competitive compensation and numerous perks.

Benefits

Competitive base salary

Monthly commissions

Benefits

Paid volunteer day

Group RSP

Ongoing training

Growth potential

Qualifications

• 5+ years of investment management experience required.
• Excellent verbal and written communication skills, French is a plus.
• Experience with CRM tools essential.

Responsibilities

• Prospect new leads and maintain relationships with existing clients.
• Provide timely information to current and prospective investors.
• Support customer satisfaction through excellent service.

Skills

Client Relationship Management

Sales Skills

Communication Skills

Investment Management

Diligence

Entrepreneurial Mindset

Networking

Education

University Degree in Business, Economics, Accounting, or Finance

Canadian Securities Course

CIM/CFA Designations

Tools

Salesforce

Job description

Do you thrive in a fast-paced, professional and fun environment?

Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset?

If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team!

This full-time position will be located in Guelph or Oakville, ON.

Job Description

The Relationship Manager, Private Equity will utilize their strong relationship management skills and experience to create referral sources for new investors as well as manage existing investors, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people, and our communities.

What you will be doing:

1. Prospecting new leads generated by marketing.
2. Develop new investor lead sources and centers of influence using Sales Navigator.
3. Maintain relationships with existing top tier clients and/or high referral sources with regular investor communications and in-person meetings when applicable.
4. Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
5. Provide client support to maintain excellent customer satisfaction.

What we look for:

1. Passion - for investment management, finance, and economics.
2. Professionalism - it means so many things, but to us, it's about taking pride in the quality of service we provide to our customers.
3. Personality - you're the individual with a great sense of humour that everyone wants to talk to!
4. Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate.
5. Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
6. Knowledge - of exempt market investments and proven experience in providing financial advice.
7. Language - excellent verbal and written communication skills in French would be considered a strong asset.
8. Experience - at least 5 years related investment management experience.
9. Education - a University Degree (Business, Economics, Accounting, Finance), completion of Canadian Securities course, CIM/CFA designations preferred and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer.

Why you want to work here:

You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.

Relationships are important to you and you know how to build trust especially over the phone and face to face.

You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.

You get a thrill from working with a great team and enjoy collaborating with others.

Schmoozing is fun for you and sharing your love of our exempt market products with others is why you get out of bed in the morning.

Working for a growing company that supports environmental stewardship and social responsibilities is a must for you.

You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.

The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future.

Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of its properties.

We offer our employees a competitive base salary + monthly commissions, benefits, paid volunteer day, group RSP, ongoing training, growth potential, and so much more.

Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.