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Private Client Relationship Manager

1 week ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and experienced Senior Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for delivering best-in-class client experiences, presenting high-quality solutions to high-net-worth clients, and driving business growth through strategic relationship management and new business development opportunities.

You will have the opportunity to work closely with Estate and Trust Consultants, Scotia Wealth Management partners, and their clients to assist with the closing and ongoing servicing of new wealth transition solutions, while ensuring that account administration is carried out proactively and in compliance with defined policies and procedures.

Key Responsibilities

Your primary responsibilities will include:
  • Relationship Management & Client Service:
    • Fulfill the role of lead relationship manager, acting as the central point of contact for all client needs.
    • Provide a best-in-class, proactive, and personalized client experience to high net worth clients and beneficiaries.
    • Build and maintain effective internal and external partnerships, providing seamless solutions across various financial services disciplines.
    • Responsible for revenue collection and contributing to the branch's profitability.
  • Business Development:
    • Work closely with the Estate and Trust Consultants, Scotia Wealth Management partners, and their clients to assist with the closing and ongoing servicing of new wealth transition solutions.
  • Risk Management:
    • Limited corporate risk exposure by ensuring that account administration is carried out proactively and in compliance with defined policies/procedures and audit standards.
    • Maintain expert knowledge of legislative, administrative, and economic issues impacting the management of accounts.

Requirements

To succeed in this role, you will need:
  • Entrepreneurial spirit and ability to consistently deliver a proactive best-in-class client experience.
  • Effective communication and negotiation skills, with a strong understanding of the wealth management landscape.
  • Proven ability to manage competing priorities, build and maintain deep relationships, and execute against financial targets.
  • Strong change management skills, ability to adopt technology and reporting platform changes, and demonstrated expertise in estate & trust administration, wealth management, and risk management.