Relationship Manager, Private Equity
New
CanadaFull-TimeMiddle
SalaryAt least 60,000 CAD per year
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Job Details
- Languages
- English, French
- Experience
- 5+ years
- Required Skills
- Relationship management
Requirements
- 5+ years of experience in investment sales, wealth management, or private equity / exempt market products.
- Proven track record of working with accredited and high-net-worth investors in a relationship-focused sales environment.
- Bilingual proficiency in English and French (mandatory).
- University degree in Business, Finance, Economics, or a related field.
- Eligible for registration as a Dealing Representative (Exempt Market Dealer).
- Strong financial acumen with the ability to navigate complex investment conversations confidently.
- Excellent interpersonal, communication, and relationship-building skills with a consultative mindset.
- High level of professionalism, integrity, and attention to detail in client interactions.
Responsibilities
- Build and maintain long-term relationships with accredited and high-net-worth investors across Canada through consultative, trust-based engagement.
- Convert warm, pre-qualified investor leads into active clients through one-on-one discussions, tailored presentations, and strategic advisory conversations.
- Understand client financial goals and position private equity investment solutions within broader long-term wealth strategies.
- Collaborate with internal teams to ensure smooth onboarding, documentation, compliance, and ongoing investor servicing.
- Represent investment offerings at events, private meetings, and investor engagements to strengthen brand presence and trust.
- Maintain active engagement with assigned investor portfolios, ensuring high-quality service and relationship retention.
- Leverage structured sales processes and market insights to support consistent business growth across a national territory.
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