Market Lead for High Net Worth Clients

Be a Market Lead at Scotiabank in Toronto, Ontario, specializing in the wealth management of high-net-worth clients. Enhance client relationships through tailored investment solutions and dedicated service.
In this influential position, you will oversee a client portfolio, developing strategies for sustainable growth and client satisfaction. Your insights into financial goals and market trends will inform the wealth management process and enable you to provide comprehensive advice. Engage with a committed team while mentoring others in excellent service delivery.
Key Responsibilities:
• Manage client relationships with a focus on retention and growth
• Develop investment strategies aligned with client objectives
• Collaborate with experts to enhance service offerings
• Maintain a pipeline of prospects for new business
• Lead team performance and coaching initiatives
Requirements:
• Business or Finance degree required
• At least 5 years' experience in inves...