High Net Worth Segment Strategist

4 weeks ago

Old Toronto, Canada Scotiabank Full time
About Scotiabank

Scotiabank is a leading financial institution that serves individuals, businesses, and communities across the world.


Salary Information

We offer an attractive salary package to our Brand Director role. The estimated annual salary for this position ranges from $125,000 to $175,000 depending on experience.


Job Description

The Brand Director will be responsible for designing and implementing strategies for high net worth client segments. This includes collaborating with stakeholders to set targets and tracking performance to achieve business goals. Key responsibilities include:

  • Designing and implementing client segment strategies for eHNW, HNW, and UHNW clients
  • Defining and continuously evaluating segmentation guidelines for subsegments such as business owners, women, healthcare professionals, emerging HNW, and UHNW clients
  • Tracking the performance of the wealth segments and specific initiatives and providing regular reports and insights to senior management
  • Establishing and overseeing the implementation of the segmentation framework and standard operating procedures across the organization
  • Collaborating with cross-functional teams in Retail, Wealth Management, and other stakeholders to ensure seamless execution of the segmentation program
  • Monitoring the performance of segmentation against established KPIs and identifying areas for improvement
  • Facilitating the sharing of best practices between domestic and international markets
  • Promoting a data-driven culture by leveraging analytics to identify distinct client segments
  • Conducting in-depth internal and external research to inform strategy and understand the characteristics and needs of the eHNW, HNW, and UHNW segments and sub-segments
  • Building a high-performance environment and implementing a people strategy that attracts, retains, develops, and motivates the team

Required Skills and Qualifications

To succeed in this role, you will need:

  • A Master's degree or MBA preferred with 5+ years of relevant experience in financial services
  • A strong understanding of Wealth Management business including Brokerage, Private Banking, Offshore, and Trust offerings
  • Advanced knowledge of International Wealth Management industry, competitors, and their products and services
  • Fluency in Spanish is an asset; on-the-ground experience working in Latin America is an asset
  • Exceptional verbal and written communication skills in English and Spanish
  • Strong organization & self-management skills to convert strategic objectives and plans into measurable results
  • Solid project and process management and change management skills

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