Private Banking Specialist
4 days ago
About the Opportunity:
The Senior Private Banker – Business Owner plays a critical role in TD Wealth's growth strategy, focusing on high net worth and ultra-high net worth clients. This position requires a skilled professional with a strong entrepreneurial spirit, excellent communication skills, and the ability to influence relationships.
Responsibilities and Expectations:
- Develop and execute business strategies to acquire new clients and grow existing relationships
- Provide personalized financial services, including complex credit solutions, to sophisticated private banking clients
- Collaborate with Commercial Banking & Business Banking partners to support a OneTD model
- Stay up-to-date with industry trends and regulatory requirements
Requirements and Qualifications:
- Undergraduate Degree
- Experience working in Business Banking (Commercial Banking preferred)
- Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services
- Strong product knowledge across all asset classes
- Ability to influence relationships and network with external advisors
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