Senior Business Manager Estate and Trust (Toronto)

Senior Business Manager Estate and Trust (Toronto)

31 Jul
|
eqbank
|
Toronto

31 Jul

eqbank

Toronto

Shape the future of banking with EQ as a Senior Regional Business Manager focused on Estate and Trust services. Drive client relationships, enhance service delivery, and pursue industry referrals while ensuring client satisfaction.
This role demands an experienced Senior Regional Business Manager adept at generating business for Trust Services. You will prospect for personal solutions while managing high-net-worth client relationships and growing a robust skilled network in Estate and Trust sectors. Meeting sales targets and delivering exceptional service to clients are key performance indicators.
Key Responsibilities:
• Generate business for Trust Company services
• Build and maintain industry referral networks




• Respond to personal trust inquiries from clients
• Present tailored solutions in client meetings
• Attend industry events for business development
Requirements:
• 7-9 years of estate and trust experience
• Law degree preferred
• Strong verbal and written communication skills
• Knowledge of fiduciary services and policies
• Established industry relationships with wealth management firms
Bring your expertise in relationship management and developed strategies to elevate EQ's Trust offerings.
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📌 Senior Business Manager Estate and Trust (Toronto)
🏢 eqbank
📍 Toronto

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