Shape the future of Canadian banking as a Senior Regional Business Manager at EQ Bank. Focus on estate and trust solutions while managing client relationships and business development.
As a Senior Regional Business Manager at EQ, you'll spearhead the growth of trust solutions through effective relationship management and prospecting. Your expertise will drive the expansion of a diverse network, while enhancing client satisfaction and service. You're pivotal in onboarding and supporting high-net-worth clients while meeting defined sales targets through innovative strategies.
Key Responsibilities:
• Generate business for Trust Company with proactive sales strategies
• Maintain and expand the Centre of Influence (COI) network
• Conduct informative sessions for partners and clients




• Deliver exceptional client relationship management
• Prepare and present proposals for trust opportunities
Requirements:
• Law degree and TEP designation preferred
• 7-9 years in estate and trust management
• Solid verbal communication skills
• Proven ability in client engagement and relationship building
• Knowledge of fiduciary services and taxation impacts
Leverage your expertise in estate management and client relations to elevate EQ Bank's standing in the financial services sector.
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📌 Senior Business Manager at EQ Bank (Toronto)
🏢 Socket.dev
📍 Toronto