Relationship Manager - Canada
Core
Build and maintain strong business relationships with institutional clients in the Canadian market, focusing on client retention, defense strategies, and cross-selling.
Role type
Senior Relationship Manager (Institutional Sales)
Builds
Client retention and growth strategies for institutional accounts
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
relationship management, portfolio review, client engagement, market insights communication, cross-selling, compliance awareness, strategic thought partnership
Preferred skills
broad asset class knowledge, thought leadership, entrepreneurial business building, pressure management
Technologies
none stated
Responsibilities
Lead client engagements to understand investment needs, analyze portfolio performance and risk profiles, serve as central contact for servicing needs, prepare and lead client meetings, onboard new accounts, identify efficiency opportunities
Seniority
Senior, hands-on IC