Senior Estate and Trust Manager at EQ (Ontario)

Senior Estate and Trust Manager at EQ (Ontario)

18 Aug
|
EQ Bank
|
Ontario

18 Aug

EQ Bank

Ontario

Shape the future of banking at EQ as a Senior Regional Business Manager focusing on estate and trust services. Drive client engagement and business development in a hybrid setting.

In this role at EQ, you will serve as the Senior Regional Business Manager, spearheading efforts in estate and trust solution sales and client relationship management. Your expertise will help you build and nurture a network of industry connections, ensuring exceptional service and compliance with established standards. You'll be the key contact for high-net-worth clients, assessing their needs, and providing tailored trust services.

Key Responsibilities:
• Develop and implement sales strategies for trust services
• Maintain and grow client relationships throughout administration




• Prepare and present proposals for new trust opportunities
• Participate in industry events and professional networks
• Oversee compliance with trust administration procedures

Requirements:
• Law degree or related credential preferred
• 7-9 years of relevant industry experience
• Robust networking and client management skills
• Ability to adapt to regulatory changes
• Proficiency in delivering engaging presentations

Make an impactful contribution to personal trust at EQ Bank.
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📌 Senior Estate and Trust Manager at EQ (Ontario)
🏢 EQ Bank
📍 Ontario

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