Associate Private Banker

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time

About the Role:

We are seeking a highly skilled and motivated Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and delivering tailored financial solutions to meet their needs.

Key Responsibilities:

  • Assist in the effective management of client relationships and provide the highest quality customer service
  • Develop a thorough knowledge and understanding of Bank products and services, as well as an awareness of competitor products and services
  • Assist in client onboarding and recommending retail solutions
  • Identify opportunities to expand existing client and prospect relationships
  • Participate in credit management of the unit's portfolio and manage a designated portfolio of less complex credits
  • Support the effective operation of the Private Banking Unit, complying with regulatory requirements as part of the service process

Requirements:

  • Thorough knowledge of Retail Bank products, systems, and services, as well as a detailed understanding of commercial and retail credit principles
  • Fluent in Mandarin is an asset
  • A good understanding of tax, estate, and financial planning, and investment vehicles
  • Ability to identify client needs and provide tailored recommendations
  • Customer-centricity and a passion to make a significant impact on the lives of our customers and our communities
  • Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and professionalism at all times
  • University or community college degree
  • Willingness to go above and beyond and exceed customer expectations
  • Consultative customer engagement style with the ability to build trust
  • Ability to balance multiple and often conflicting priorities
  • Desire to work in a dynamic, fast-paced environment
  • Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

What We Offer:

  • An inclusive and collaborative working environment in a high-performing team that encourages curiosity, creative thinking, and celebrates success
  • Opportunity to make a significant impact on the customer and team, while developing your business and relationship management skills to continue a rewarding path in Private Banking
  • Gain technical, practical, and specialized knowledge learning from successful private bankers and leaders
  • Be a part of and contribute to a winning team

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