Join Scotiabank as a Private Banking Specialist based in Vaughan, Ontario. This role is poised for individuals passionate about building wealth management relationships and offering bespoke financial services.
Your responsibilities will center around driving business development and retention among high net worth clients, utilizing your established network and financial acumen. You will proactively engage in portfolio management and lead financial planning discussions tailored to client needs.
Key Responsibilities:
• Attract and manage high-value Wealth Management clients
• Implement strategic client acquisition and retention strategies
• Provide innovative private banking credit solutions
• Conduct financial needs assessments and develop integrated plans
• Oversee the operational management of client relationships
Requirements:
• Minimum of 5 years in Private or Commercial Banking
• Proven network among high net worth prospects
• Strong leadership and ...