Job Description
Advance your sales expertise with Equiton as a Senior Relationship Manager in Burlington, ON. Capitalize on developing investor relationships and providing exceptional client service in this in-office role.
As a Senior Relationship Manager at Equiton, you will report to the VP of Capital Markets. This role demands 5+ years of sales experience, focusing on individual investors, networking, and client service skills. You'll be responsible for building a book of clients, identifying new business opportunities, and delivering tailored financial solutions.
Key Responsibilities:
• Develop a comprehensive book of clients with support
• Identify business opportunities through proactive outreach
• Maintain strong client relationships for retention
• Conduct market research to customize financial solutions
• Prepare and deliver persuasive sales presentations
Requirements:
• 5+ years of sales experience with individual investors
• Strong networking and client service...
As a Senior Relationship Manager at Equiton, you will report to the VP of Capital Markets. This role demands 5+ years of sales experience, focusing on individual investors, networking, and client service skills. You'll be responsible for building a book of clients, identifying new business opportunities, and delivering tailored financial solutions.
Key Responsibilities:
• Develop a comprehensive book of clients with support
• Identify business opportunities through proactive outreach
• Maintain strong client relationships for retention
• Conduct market research to customize financial solutions
• Prepare and deliver persuasive sales presentations
Requirements:
• 5+ years of sales experience with individual investors
• Strong networking and client service...