31 Aug
|
Scotia Wealth Management
|
Ontario
31 Aug
Scotia Wealth Management
Ontario
Step into an enriching role at Scotiabank as a Senior Associate Private Banker located in Toronto, Ontario. This engaging position focuses on managing client portfolios and fostering valuable business relationships.
The Senior Associate Private Banker role is designed to enhance junior portfolio management skills while facilitating client relations with high-net-worth individuals. You'll collaborate closely with clients, tailoring services to their unique financial needs, while also engaging in strategic business development and risk management practices.
Key Responsibilities:
• Oversee relationships with high-net-worth clients
• Attend meetings to gather essential client insights
• Provide effective solutions to client and management inquiries
• Develop and implement a comprehensive business plan
• Ensure productive administration of client accounts and security
Requirements:
• 5+ years of experience in banking sectors
• Understanding of investment and financial strategies
• Preferred degree from university or community college
• Excellent rapport with affluent clients in various settings
• Required fluency in either Spanish or Portuguese
Capitalize on your banking expertise while contributing to client success at Scotiabank.
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📌 Private Banking Senior Associate Opportunity (Ontario)
🏢 Scotia Wealth Management
📍 Ontario