Discover your potential as a Senior Relationship Manager with Wellington Management in Toronto. Engage with institutional clients, focusing on service excellence and strategic growth in investment management.
In this role, you will utilize your 10+ years of experience to build and maintain critical client relationships. Work closely with both external clients and internal teams to address investment objectives and ensure compliance. Your expertise will facilitate client retention and promote cross-selling of investment services.
Key Responsibilities:
• Independently lead engagement processes with institutional clients • Conduct portfolio reviews and performance analysis • Organize and lead follow-up client meetings • Partner with experts for onboarding new client accounts • Cultivate a collaborative environment across teams
Requirements: • Extensive experience in the investment industry • Familiarity with the needs of institutional clients in Canada • Robust proficiency in written and verbal communication • Ability to manage multiple projects simultaneously • Completion of the Canadian Securities Course preferred
Enhance your career with impactful client engagement at Wellington Management in Toronto. #J-18808-Ljbffr