Advance your career at Equiton as a Senior Relationship Manager focused on private client investments. Engage with clients and maximize direct investor business.
Located in Burlington, ON, this in-office role reports to the VP, Capital Markets. You will be responsible for developing new private client business while being a licensed Dealing Representative. A strong understanding of real estate products and the investor suitability assessment is crucial for success. Your dedication, sales skills, and commitment to client service will contribute to your team's success.
Key Responsibilities:
• Build and manage a personal book of clients
• Identify new business through networking initiatives
• Ensure client satisfaction and maintain relationships
• Conduct relevant market research for tailored solutions
• Prepare impactful proposals for potential clients
Requirements:
• 5+ years in professional sales with individual investors
• Strong client service and interp...