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Market Lead, Private Investment Counsel
2 months ago
We are seeking a highly skilled and experienced Market Lead to join our team at Scotiabank. As a key member of our leadership team, you will be responsible for leading a team of investment professionals in Eastern Canada and driving business growth through strategic business development and client relationship management.
Key Responsibilities- Business Development: Develop and execute business plans to achieve revenue goals, including sales targets and marketing strategies for prospective and existing clients.
- Client Relationship Management: Build and maintain strong relationships with high net worth and ultra-high net worth clients, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships.
- Team Leadership: Provide expertise and guidance to the team, act as the lead in the local marketplace, and ensure the team maintains a strong understanding and working knowledge of all of Scotiabank's capabilities.
- Risk Management: Maintain client portfolios in accordance with established firm strategy, ensuring the suitability of wealth strategy and investment recommendations, and adhering to bank and firm standards, policies, and business practices.
- Education: University Degree (Business, Economics, Accounting, Finance);
- Experience: Strong consideration given to candidates with a minimum of 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios.
- Certifications: Required: CSC & CIM or CFA Level 1; Asset: CFA;
- Registration: Must be eligible for registration under the provincial regulator as an Advising Representative.
- Investment Management: Thorough investment management know-how and depth of experience required as it relates to understanding economic and market data.
- Relationship Management: Expert relationship management and team leadership skills.
- Business Development: Strong business development skills which include networking, negotiation, sales, and closing skills.
- Communication: Strong communication and influencing skills.
- Interpersonal: Strong interpersonal, communication, and listening and people management skills.
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