30 Jul
|
Scotiabank
|
Winnipeg
30 Jul
Scotiabank
Winnipeg
Enhance your career at Scotiabank as a Senior Manager in the Global Family Office Group, located in Calgary or Vancouver. Play a vital role in building relationships with Ultra-High Net Worth clients and delivering customized financial solutions.
In this impactful position, you will support the growth and retention of key Family Office relationships across various Bank operations. You will work alongside senior leadership to ensure client needs are met, overseeing client interactions and strategic initiatives that drive business growth. Your expertise will be crucial in managing operational efficiencies and risk while fostering a cooperative internal environment.
Key Responsibilities:
• Meet and exceed sales and revenue targets • Facilitate partnerships with internal stakeholders • Conduct client meetings and oversee strategic presentations • Support development of wealth management strategies • Grow comprehensive client acquisition initiatives
Requirements: • 5–10 years in financial services industry • Relevant degree in Finance, Business, or Economics • Experience with UHNW clients or family offices • Knowledge of investment and wealth structuring solutions • Excellent communication and negotiation skills
Utilize your strategic planning and client management expertise at Scotiabank's Global Family Office Group.
📌 Senior Manager for Ultra-High Net Worth Clients (Winnipeg)
🏢 Scotiabank
📍 Winnipeg