Private Banking Portfolio Manager Toronto
Scotiabank
Lead high-value Wealth Management relationships in Toronto through private banking, credit structuring, and strategic business development with Scotiabank.As a Private Banker, you will generate new relationships and deepen existing connections with high net worth clients. You will identify lending, deposit, and transactional needs while building a sustainable sales pipeline. The position combines portfolio management, customized credit solutions, referrals, and financial planning discussions.Key Responsibilities:
Grow portfolios using Scotia Wealth Management products and servicesStructure and negotiate customized credit solutionsDevelop strategies attracting and retaining high net worth clientsMake referrals across Wealth and Scotiabank partnersMaintain effective controls, documentation, and client account operationsRequirements:
Minimum five years of Commercial Banking or Private Banking lending experienceEstablished high net worth client and referral networkExceptional interpersonal, leadership, networking, and business development skillsUniversity degree such as BCom, MBA, or CFAIndustry courses including CSC, PFP, or CFPApply private banking, credit structuring, and relationship development expertise to grow Scotiabank’s Toronto client portfolio.
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Grow portfolios using Scotia Wealth Management products and servicesStructure and negotiate customized credit solutionsDevelop strategies attracting and retaining high net worth clientsMake referrals across Wealth and Scotiabank partnersMaintain effective controls, documentation, and client account operationsRequirements:
Minimum five years of Commercial Banking or Private Banking lending experienceEstablished high net worth client and referral networkExceptional interpersonal, leadership, networking, and business development skillsUniversity degree such as BCom, MBA, or CFAIndustry courses including CSC, PFP, or CFPApply private banking, credit structuring, and relationship development expertise to grow Scotiabank’s Toronto client portfolio.
#J-18808-Ljbffr
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