Scotiabank Senior Associate, Private Banking
Scotia Wealth Management
Join Scotiabank as a Senior Associate Private Banker in Toronto, Ontario, focusing on exceptional service for high-net-worth clients. This exciting role emphasizes relationship management and effective portfolio oversight. In the position of Senior Associate Private Banker, you will gain critical experience in client portfolio management, fostering relationships, and developing business strategies. The role is integral to understanding client financial profiles and assisting with navigating various banking services, empowering you for future advancement within Private Banking. Key Responsibilities:
- Manage a diverse portfolio of affluent clients
- Foster mutually beneficial client relationships
- Respond to client inquiries and address issues proactively
- Design a business plan with specific sales goals
- Ensure thorough compliance and monitoring of accounts
- 5 years experience in commercial or retail banking
- Preferably a degree from an accredited institution
- Familiarity with financial planning and investment principles
- Strong interpersonal skills with elite clientele
- Bilingual: fluent in Spanish or Portuguese
Vacancy posted 13 hours ago
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