Wealth Management Estate
3 weeks ago
Requisition ID: 202621
Become an integral part of a results-oriented team that values inclusivity and high performance.
As a Scotiatrust Estate & Trust Advisor, you will play a vital role in delivering exceptional wealth management services to clients. Your expertise will help enhance and deepen client relationships through tailored, needs-based solutions, utilizing the comprehensive range of "Total Wealth" offerings. Your proactive approach to business development will be essential in creating new opportunities and exceeding client expectations.
Key Responsibilities:
- Provide Scotiatrust's estate planning services and trust solutions to High Net Worth (HNW) clients by:
- Collaborating with Scotiabank & Scotia Wealth Management advisors to engage with HNW clients and prospects, ensuring a positive experience while delivering valuable estate and trust solutions through high-level estate plans and appropriate strategies.
- Building and nurturing relationships with clients, partners, and networking opportunities to drive business development.
- Ensure risk management by being accountable for client-centric actions and behaviors that foster a positive client experience while adhering to established policies and guidelines.
- Contribute to team effectiveness by fostering strong working relationships across various business lines, mentoring Associate Estate & Trust Consultants, and promoting open communication.
- Advocate for a customer-focused culture to enhance client relationships and leverage broader organizational resources.
- Create an environment that promotes efficient operations in alignment with Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring compliance with operational and conduct risk obligations.
- Support a high-performance culture and contribute to an inclusive workplace.
Qualifications:
- Proficiency in Mandarin (spoken & written) and experience with Asian clientele is an asset.
- Minimum of 3 years of experience in estate, trust, or financial planning.
- Extensive experience working with HNW clients and their advisors.
- Strong knowledge of wealth and estate planning strategies, including insurance, tax, family and charity law, and business succession.
- A university degree in law is advantageous.
- Legal background as a lawyer or notary with experience in wills and estate planning is preferred.
- Membership in the Society of Trust and Estate Practitioners (STEP) or holding a Trust and Estate Practitioner (TEP) designation is a plus.
Scotiabank is a leading financial institution in the Americas, dedicated to helping customers achieve success through a diverse range of financial services. We value the unique skills and experiences of each individual and are committed to fostering an inclusive and accessible environment for all.
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