Relationship Manager, Private Equity, Bilingual
$60,000–$60,000 year
On-siteOttawa, Ontario, Canada
Job Summary
Convert qualified, warm investor leads into long-term relationships through one-on-one conversations, tailored presentations, and in-person meetings. Consult with high-net-worth investors across Canada to understand their financial goals and position exclusive private real estate and renewable energy funds within their long-term wealth strategies. Collaborate with internal teams to ensure seamless onboarding and exceptional ongoing service while representing the firm at investor events and private engagements. This remote role requires bilingual fluency in English and French.
Required Qualifications
- Bilingual in English and French
- Five+ years in investment sales or wealth management
- Experience in private equity or exempt market products
- University degree in Business, Finance, Economics, or equivalent
- Eligible for registration as a Dealing Representative (Exempt Market Dealer)
- Strong track record of cultivating relationships with accredited and high-net-worth investors
- Confident navigating sophisticated financial conversations
- Remote work capability (based out of Ottawa, Ontario)
Desired Qualifications
- Experience in private equity or exempt market products
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