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Private Banker Associate

2 months ago


Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and delivering tailored solutions to meet their financial needs.

Key Responsibilities
  • Manage a portfolio of client relationships, providing expert advice and guidance on retail and small business solutions.
  • Develop and implement strategies to deepen client relationships and identify opportunities for growth.
  • Collaborate with cross-functional teams to deliver exceptional customer service and ensure seamless execution of client transactions.
  • Stay up-to-date on industry trends and competitor activity, leveraging this knowledge to provide innovative solutions to clients.
  • Participate in credit management and portfolio analysis, ensuring effective risk management and compliance with regulatory requirements.
Requirements
  • Thorough knowledge of retail bank products, systems, and services, as well as commercial and retail credit principles.
  • Strong understanding of tax, estate, and financial planning, as well as investment vehicles.
  • Excellent communication and interpersonal skills, with the ability to engage comfortably with affluent and influential clientele.
  • University or community college degree, with a focus on finance, business, or a related field.
  • Ability to work in a dynamic, fast-paced environment and adapt to changing priorities and deadlines.
What We Offer
  • A collaborative and inclusive work environment that fosters creativity, innovation, and growth.
  • Opportunities for professional development and career advancement, with a focus on building strong relationships and delivering exceptional results.
  • A comprehensive benefits package, including competitive compensation, health and wellness programs, and retirement savings plans.

In accordance with Scotiabank's language needs assessment, the selected candidate must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English.