Private Banker 3, Montreal Qc

1 month ago

Montreal, Quebec, Canada Scotiabank Full time
Key Responsibilities

The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs.

Business Development
  • Identify high net worth prospects with complex lending needs in target markets, develop acquisition strategies, grow relationships, maintain a sustainable prospect sales pipeline, conduct sales calls and qualification of opportunities based on customer information and due diligence.
  • Drive business development, maintaining a strong market profile with assigned partners and business channels, actively marketing customized Private Banking credit solutions to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
Client Relationship Management
  • Provide relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients.
  • Manage client relationships to ensure that credit facilities and accounts are operating satisfactorily.
  • Act as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understanding of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.
Operational Effectiveness
  • Provide direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions.
  • Review and resolve client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective.
  • Ensure compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety.
Credit Risk Management
  • Ensure credit facilities operate within authorized terms and conditions.
  • Develop sound commercial underwriting skills.
  • Ensure security documentation is accurately prepared, complete, registered and renewed as required.

Requirements

  • Minimum 5 years of commercial lending or small business banking experience and retail business banking experience preferred.
  • Established network of High Net Worth clients in the Canadian Banking industry.
  • Must be an experienced banker with exceptional interpersonal, leadership and business development skills.
  • University degree (BComm, MBA, CFA), in addition to industry courses (eg. CSC, PFP, CFP) is asset.
  • Bilingual in English and French is required.

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