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Market Lead, Private Investment Counsel
2 months ago
We are seeking a highly skilled and experienced Market Lead to join our team at Scotiabank. As a key member of our leadership team, you will be responsible for overseeing and leading a team of investment professionals in Eastern Canada, driving business growth and development, and delivering exceptional client experiences.
Key Responsibilities- Business Development
- Develop and execute business plans to drive revenue growth and expansion in the assigned markets.
- Identify and capitalize on new business opportunities, and develop strategies to attract and retain valuable clients.
- Network and maintain a strong market profile with client segments, internal and external contacts, and stakeholders.
- Team Leadership
- Provide expertise and guidance to the team, and act as the lead in the local marketplace.
- Manage the performance of direct reports against goals and business plans, and provide coaching and feedback to ensure success.
- Develop and execute a meaningful employee development plan to enhance the skills and knowledge of team members.
- Client Relationships
- Develop and maintain professional, mutually beneficial, and profitable relationships with clients.
- Act as the central point of contact for assigned client needs, ensuring all aspects of assigned relationships receive ongoing attention.
- Provide wealth advice and solutions that enable client goals, and develop and sustain an intimate and ongoing understanding of client life goals, circumstances, and wealth needs.
- Risk Management and Compliance
- Maintain client portfolios in accordance with established firm strategy, and ensure the suitability of wealth strategy and investment recommendations.
- Adhere to bank and firm standards, policies, and business practices to ensure compliance with regulatory requirements.
- Communication and Collaboration
- Drive internal communications to ensure all employees are aware of key projects, corporate goals, and ongoing critical changes affecting clients.
- Build effective working relationships across the team and with various business lines and corporate functions.
- Education
- University Degree (Business, Economics, Accounting, Finance)
- Experience
- Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios.
- Skills and Competencies
- Thorough investment management know-how and depth of experience.
- Strong ability to explain financial and wealth strategies and concepts.
- Expert relationship management and team leadership skills.
- Strong business development skills, including networking, negotiation, sales, and closing skills.
The language of this job posting is English (en-US).
