Job Description
Purpose
This position focuses on generating new and deepening existing high value Wealth Management client relationships.
Responsibilities
Identify high net‑worth prospects in target markets and develop acquisition strategies. Grow relationships, maintain a sustainable prospect sales pipeline, conduct sales calls, and qualify opportunities based on customer information and due diligence.
Lead portfolio management through knowledge of Scotia Wealth Management products, grow the client portfolio, and deliver solutions through referrals.
Work directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for larger or customized credit, structuring and negotiating credit solutions, including terms, fees, interest rates and documentation.
Drive internal and external business development, maintain a strong market profile with partners, COIs, and business channels; actively market customized Private Banking credit solutions....