Financial and investment analysts
Title posted on CareerBeacon -
PIC Wealth Manager - Burlington, ON
Posted on
July 04, 2024
by
Employer details
Scotiabank
Job details
Requisition ID: 202496Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The Wealth Manager is a non-registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra-high net worth (UHNW) private wealth clients. The Wealth Manager will support clients to achieve their life and financial goals through close collaboration with the team of experts in the Centralized Registrant & Investment Advisory Team (CRIA) who will recommend solutions for client's short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process. A Wealth Manager develops client relationships to gain an intimate understanding of their life goals, circumstance and needs in order to provide multidisciplinary private wealth solutions integrated into ongoing and continuous life based discovery process that is supported by a robust offering from experts from the overall total wealth teams. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our "team of experts" to deliver on our value proposition and client experience expectations. The Wealth Manager will focus on acquiring and managing new clients, while deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline in order to generate sustainable and profitable growth. The incumbent understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted follow internal policies and procedures and have a thorough knowledge of permissible activities under the regulatory environment. Major Accountabilities: Client Relationship Management Delivering exceptional client experience and the wealth advisory value proposition Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel Participate and document the Relationship Manager's ongoing wealth conversations with clients that develop and sustain an intimate and ongoing understanding of client life goals, circumstances and wealth needs Collaborate with team of experts and total wealth partners to provide life-based wealth solutions focused on enabling client goals and life plans Based on an intimate understanding of their clients' situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships Consistently delivering the desired client experience during all client interactions Using strong knowledge of the Bank's, Scotia Wealth Management and Private Investment Counsel diverse products and services, to ensure the client's needs are well understood, documented and satisfied Act as the primary point of contact for clients Directing and utilizing the team of experts to deliver on wealth strategies and wealth value promise Partnering with all internal product/service business partners, as required ensuring client needs are met Actively listening and seeking client feedback on services and the delivery of client experience Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database Responding to Senior Management inquiries, resolving problem situations autonomously when they arise Proactively identify strategies to address client needs Monitoring of client accounts to ensure optimal profitability is maintained in each relationship Wealth Strategy Support and Execution Document
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LocationBurlington, ON
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2094210
Advertised until
2024-08-02
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