Représentant des services financiers travaillant virtuellement avec des clients au Canada. Offrant des conseils spécialisés sur les solutions d’assurance et de fonds distincts.
About the role
- Investor Development Representative conducting outreach to qualified investors for Fidelman & Company. Collaborating with the Investment Banking team to provide exceptional service and managing investor relations.
Responsibilities
- Initiate contact and engage with qualified investors through email, and phone calls
- Utilize direct sales techniques to effectively communicate client's capital raise
- Coordinate meetings between investors and client stakeholders
- Track interactions, follow-up, and report on outcomes
- Identify and develop relationships with new investors to promote our clients’ investment opportunities
- Maintain an up-to-date database of investor contacts
- Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
Requirements
- Experience in investment banking or sales is an asset.
- Excellent verbal and written communication skills with the ability to adapt messaging to different audiences.
- Ability to work independently or collaboratively in a fast-paced and deadline-driven environment.
- Proficiency with MS Office applications and CRM's is an asset.
- Bachelors Degree
- **Located in North America.**
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