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Estate and Trust Services Manager
3 months ago
Job Overview: Client Relationship Executive
Role Summary:
- Oversee both established and newly acquired estate, trust, and agency portfolios
- Develop and nurture connections with clients and their beneficiaries
- Proactively assess and fulfill client requirements
- Guarantee that clients receive the necessary services
Main Duties:
- Facilitate the integration of Trust offerings
- Enhance client retention and boost profitability
- Spot opportunities for business expansion
- Guide and inspire both internal and external collaborators
- Ensure adherence to regulatory standards
Qualifications:
- Bachelor's degree
- Minimum of 5 years in the financial services sector
- Progressing towards relevant professional certifications
- Thorough knowledge of the business and regulatory landscape
About The Toronto-Dominion Bank:
As a prominent global financial institution, TD Bank is dedicated to delivering exceptional customer experiences. With a workforce exceeding 95,000, we aim to enhance the lives of our customers, communities, and employees. Our comprehensive Total Rewards package includes competitive benefits to support various well-being objectives.
Employee Development:
Focusing on career advancement and skill enhancement, we provide numerous opportunities for personal and professional growth. Regular training and mentorship initiatives are available to unlock future career paths within the organization.
Onboarding & Training:
We offer extensive training and onboarding programs to ensure your success in this role.
Interview Process:
We will reach out to suitable candidates to arrange interviews and will communicate outcomes promptly.
Accommodation:
If you need accommodations during the interview process, please let us know so we can assist with your accessibility requirements.
Language Requirement:
N/A
