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Private Investment Market Lead, Wealth Management
2 months ago
We are seeking a highly skilled and experienced Investment Market Lead to join our Private Wealth Management team at Scotiabank. As a key member of our leadership team, you will be responsible for leading a team of investment professionals in the Central Ontario Region market and driving revenue growth through strategic business development and client relationship management.
Key Responsibilities- Business Development and Client Relationship Management
- Develop and execute business plans to drive revenue growth and expand our client base in the Central Ontario Region market.
- Build and maintain strong relationships with existing clients, identifying opportunities to deepen and expand their relationships with Scotiabank.
- Network and establish relationships with new clients, prospects, and partners to drive business growth and expansion.
- Team Leadership and Management
- Lead and manage a team of investment professionals, providing guidance, coaching, and development opportunities to ensure their success and growth.
- Develop and implement strategies to enhance team performance, productivity, and client satisfaction.
- Collaborate with other teams and departments to ensure seamless delivery of services and solutions to clients.
- Risk Management and Compliance
- Ensure compliance with regulatory requirements and Scotiabank's risk management policies and procedures.
- Monitor and manage risk associated with client relationships, investment portfolios, and business activities.
- Develop and implement strategies to mitigate risk and ensure client safety and security.
- Investment Management and Advice
- Provide investment advice and guidance to clients, ensuring their financial goals and objectives are met.
- Develop and implement investment strategies and plans to meet client needs and goals.
- Monitor and manage client investment portfolios, ensuring they are aligned with client objectives and risk tolerance.
- Education
- University degree in Business, Economics, Accounting, Finance, or related field.
- Experience
- Minimum 5 years of direct experience in discretionary investment management, covering both financial analysis and managing portfolios.
- Expert understanding of investment returns, potential risks, and associated tax implications.
- Skills and Competencies
- Strong business development and client relationship management skills.
- Excellent leadership and team management skills.
- Strong risk management and compliance skills.
- Expert investment management and advice skills.
- Proficient in financial planning and analysis.
We offer a competitive compensation package, opportunities for professional development and growth, and a dynamic and inclusive work environment. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
