personal banker
Title posted on Jobillico -
Private Banker 3, Montreal Qc
Posted on
May 19, 2024
by
Employer details
Scotiabank
Job details
<p><span><span></span></span></p><p> </p><p> </p><p> </p><p><span><span>Requisition ID: 191861<br><br>Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.</span></span></p><p> </p><p><span><span><span><span>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.</span></span></span></span></p><p> </p><p><span><span><span><span>This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.</span></span></span></span></p><p> </p><p><span><span><span><span>The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners.</span></span></span></span></p><p><span><span><span> </span></span></span></p><p> </p><p><span><span><b><span>Is this role right for you? In this role you will:</span></b></span></span></p><p> </p><ul><li><span><span><span><span>Lead Portfolio Management and Risk Mitigation by:</span></span></span></span><ul><li><span><span><span><span><span>Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.</span></span></span></span></span></li><li><span><span><span><span>Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients</span></span></span></span></li><li><span><span><span><span>Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily.</span></span></span></span></li><li><span><span><span><span>Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.</span></span></span></span></li></ul></li><li><span><span><span><span>Drive business development, maintaining a strong market profile with assigned partners and business channels:</span></span></span></span><ul><li><span><span><span><span>Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.</span></span></span></span></li><li><span><span><span><span>Developing and executing new business strategies to attract and retain high net worth clients. Develop client management plans and make referrals that result in deeper client relationships.</span></span></span></span></li><li><span><span><span><span>Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment, Counsel, Scotiatrust, ScotiaMcLeod, Hollis Wealth, Commercial and Retail Bank.</span></span></span></span></li></ul></li><li><span><span><span><span>Maintain Operational Effectiveness by:</span></span></span></span><ul><li><span><span><span><span>Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions</span></span></span></span></li><li><span><span><span><span>Reviewing and resolving client concerns and issues and e
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LocationMontréal, QC
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SalaryNot available
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
Jobillico
#13127143
Advertised until
2024-06-17
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