28 Aug
|
Scotia Wealth Management
|
Ontario
28 Aug
Scotia Wealth Management
Ontario
Elevate your career with Scotiabank as a Senior Associate Private Banker in Toronto, Ontario. This role focuses on managing high-net-worth client portfolios and developing qualified relationships.
As a Senior Associate Private Banker, you'll play a pivotal role in junior portfolio management, supporting clients' financial needs. This position prepares you for an advanced role in Private Banking by involving you in business development, risk management, and operations management. Your client-facing duties will enhance your relationship management skills, enabling you to meet diverse client objectives effectively.
Key Responsibilities:
• Manage a portfolio of high-net-worth clients
• Build relationships through client meetings and referrals
• Address client needs promptly and accurately
• Develop a business plan with sales targets
• Monitor accounts for financial stability and compliance
Requirements:
• Minimum 5 years in commercial or retail banking
• Knowledge of tax and financial planning principles
• University degree or college education preferred
• Fluency in Spanish or Portuguese required
• Strong professionalism when engaging with affluent clients
Drive growth and efficiency in client services while advancing your career in Private Banking at Scotiabank.
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📌 Senior Associate Private Banker at Scotiabank (Ontario)
🏢 Scotia Wealth Management
📍 Ontario