Lead the change in banking as a Senior Regional Business Manager at EQ Bank, specializing in estate and trust services. Focus on developing relationships while meeting client needs.

In this role, you will act as the pivotal relationship manager for Concentra Trust, developing business opportunities and enhancing client satisfaction. Your responsibilities include connecting with high-net-worth clients, conducting in-person presentations, and facilitating a proactive referral network. You will ensure adherence to excellent service standards and foster an impactful industry presence.

Key Responsibilities:
• Build and manage relationships with estate and trust professionals
• Conduct needs assessments and client meetings




• Present tailored trust solutions to potential clients
• Attend events to promote Concentra Trust
• Develop proposals for client trust opportunities

Requirements:
• Law degree or equivalent preferred
• Experience in estate and trust environments (7-9 years)
• Knowledge of fiduciary services and legal concepts
• Solid interpersonal and presentation skills
• Ability to nurture industry relationships

Utilize your skills to innovate client solutions and enhance the reputation of EQ Bank and Concentra Trust within the financial sector.
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📌 Senior Trust Business Manager at EQ Bank (British Columbia)
🏢 EQ Bank
📍 British Columbia