Private Banker 3, Montreal Qc
7 days ago
We are seeking a highly skilled and experienced Private Banker to join our team at Scotiabank. As a key business development position, this role will focus on generating new clients and cross-selling, up-selling, and retaining existing high-value Wealth Management clients.
Key Responsibilities- Lead Portfolio Management and Risk Mitigation
- Work directly with Retail credit adjudication or with Wealth Credit Solutions to negotiate standard Bank terms, conditions, structuring fees, interest rates, and documentation.
- Provide relationship banking and administrative support to a portfolio of complex, high net worth clients.
- Manage client relationships to ensure that credit facilities and accounts are operating satisfactorily.
- Act as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understanding of the client's needs.
- Actively market customized Private Banking credit solutions to support wealth creation or diversification strategies, insurance solutions, currency, and interest rate risk management.
- Develop and execute new business strategies to attract and retain high net worth clients.
- Develop client management plans and make referrals that result in deeper client relationships.
- Provide direction, guidance, and support to the Manager, Client Services as required.
- Review and resolve client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective.
- Ensure compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety.
- Minimum 5 years of commercial lending or small business banking experience and retail business banking experience preferred.
- Established network of High Net Worth clients in the Canadian Banking industry.
- 3 to 5 years of Managerial Commercial, Small Business, and/or Retail Banking experience, dealing with high net worth clients and sophisticated financing requirements.
- Exceptional interpersonal, leadership, and business development skills.
- University degree (BComm, MBA, CFA), in addition to industry courses (e.g., CSC, PFP, CFP) is an asset.
- Bilingual in English and French is required.
- A competitive compensation and benefits package.
- Ability to make a lasting impact on an assigned book of customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
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Private Banker 3, Montreal Qc
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banker to join our team at Scotiabank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with customized commercial lending solutions and wealth management services.Key ResponsibilitiesClient Relationship...
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Private Banker 3, Montreal Qc
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banker to join our team at Scotiabank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with customized commercial lending solutions and wealth management services.Key ResponsibilitiesClient Relationship...
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