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Wealth Management Trust Specialist
3 months ago
Become a vital member of a mission-oriented team at a premier financial services organization, committed to delivering outstanding client experiences and fostering business development.
Position Overview
As a Trust Officer at Scotiabank, you will be instrumental in nurturing client relationships, discovering new business avenues, and ensuring adherence to established policies and regulations. You will work in partnership with both internal and external stakeholders to provide all-encompassing wealth management solutions, particularly focusing on estates and trusts.
Core Responsibilities
- Provide tailored client service to affluent individuals
- Build and maintain robust relationships with clients and collaborators
- Identify and capitalize on new business prospects
- Oversee account management and regulatory compliance
Qualifications
- Relevant professional credentials and a university degree
- 3-5 years of pertinent experience
- Proven track record in managing client relationships
- Excellent communication and negotiation abilities
- Capacity to adapt to evolving circumstances and enhance operational efficiencies
The ideal candidate will possess fluency in both English and French, enabling effective communication with a diverse range of clients. Join us in redefining the landscape of wealth management at Scotiabank.
