Elevate your banking career as a Senior Private Banker with TD Wealth in Barrie, Ontario. This role focuses on managing relationships and delivering complex financial solutions for high net worth clients.
As a Senior Private Banker – Business Owner, you will acquire and manage new high net worth and ultra-high net worth clients through a personalized approach. Your deep expertise in credit solutions will be essential to provide a white glove service experience. You'll collaborate closely with Commercial Banking teams to support the financial goals of your clients.
Key Responsibilities:
• Acquire and onboard recent high net worth clients
• Provide personalized banking and credit solutions
• Collaborate with Commercial Banking partners for integrated service
• Conduct in-depth discovery sessions to understand client needs
• Engage with clients to ensure ongoing relationship management
Requirements:
• Undergraduate degree in finance or related field
• 5-7 years in banking and credit services
• Completion of CSC or IFIC within 3 years
• Strong knowledge of bank products and wealth strategies
• Proven prospecting and relationship-building skills
Utilize your banking expertise and relationship management skills to enhance client satisfaction at TD Wealth in Barrie.
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