Dealing Representative – Asian Market (Bilingual English/Chinese)
Job description
Introduction to Gentai
Gentai Capital Corporation is one of Canada’s fastest-growing companies with an 11-year track record of earning investors a consistent absolute above-average return, specializing in residential and commercial mortgages nationwide. We have established ourselves as a strong and conservative alternative investment firm and are well-positioned to grow into new markets and expand our offer of great alternative investments to investors as an asset manager and provide mortgage solutions to homeowners, developers, and real estate investors as a leading nonbank mortgage lender. Our growth can be attributed to a mindful approach and a remarkable team.
We work in a fluid and fast-paced environment that is in complete growth mode. We are looking for highly motivated self-starters who have a passion for contributing to our mission of establishing the Gentai brand in Canada’s Financial Market. Here is an amazing opportunity to build your career journey with us!
This position is for hire under Gentai Asset Management Corp in Richmond, BC, reporting to the Managing Director.
Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.
The Position
We are seeking an experienced individual with strong entrepreneurship and inner drive to undertake the Dealing Representative role.
The right candidate is self-driven and a true entrepreneur at heart!
This is a licensed Dealing Representative (DR) role with the primary purpose of creating a new clientele list from scratch by utilizing your network and being responsible for new business development through strategic initiatives, deepening of client relationships, and the investment process handled with care and professionalism.
The DR is expected to be knowledgeable about product offerings, the investor subscription process, the Exempt Market Dealer compliance regulations, and requirements. The candidate is sales-oriented, self-managed, and responsible with a strong work ethic. The candidate also has a passion for networking and enjoys seeking clients to build the company’s investment portfolio.
Key Responsibilities
- Key Responsibilities
- Strategic Investment Activities: Execute investment activities aligned with the company’s business strategy and annual targets to maximize returns and achieve financial objectives.
- Annual Sales Target: Develop and implement a comprehensive sales strategy plan, to meet and exceed the annual sales target, ensuring sustained growth and profitability.
- Investor Relations: Direct and coordinate investor relations efforts, fostering strong relationships with existing investors and attracting new ones.
- Client Management- Retention: Manage a dynamic pipeline of prospects and core clients by regularly updating CRM and communicating regularly to provide market trends.
- Networking and Outreach: Expand the investor base through the organization of industry events via email communication, telephone, and sales presentations.
Job Requirements
Must have the entrepreneurial spirit to build clients through the candidate’s network, prospecting, referrals, seminars, etc.
- Proven success in sales and business development preferably in the investment industry with at least 2 years of related experience
- Must be fluent in both Mandarin and English
- Strong communication and presentation skills.
- Canadian Securities Course (CSC) or Exempt Market Proficiency Course (EMP) is a must.
- CIM, CFP, and CFA will be an asset.
- Must be results-oriented and accountable for set targets.
- A degree in the areas of financial or sales management would be an asset.
Grow your career with Gentai! Please send your cover letter and resume to [email protected]. Thank you for taking the time to apply and should you be selected as a qualified candidate; we will contact you soon.