Associate Private Banker, Vancouver (Mandarin/English Speaking)

Scotiabank; Vancouver; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Vancouver seeks an Associate Private Banker to deliver exceptional personal service and manage client relationships. You will provide sound advice, administer accounts, and support day-to-day retail and small business solutions while deepening client relationships.

You will develop knowledge of bank products, credit principles, and financial planning concepts, aiming to expand opportunities with affluent clients in a dynamic environment.

Qualifications

• Thorough knowledge of Retail Bank products, systems and services and credit principles.
• Knowledge of tax, estate and financial planning and investment vehicles.
• Ability to identify client needs and provide tailored recommendations.
• Customer-centric approach with strong relationship-building.
• Ability to engage affluent clients with poise in business and social contexts.
• University or community college degree required; Quebec requires ICB Diploma in Personal Finance.
• Ability to balance multiple priorities and work in a fast-paced environment.

Responsibilities

• Develop relationships through sound advice and administration of assigned accounts.
• Deliver exceptional personal service and manage day-to-day retail and small business solutions.
• Deepen client relationships and identify opportunities to expand services.
• Be a subject matter expert on bank products and services.
• Support regulatory-compliant operations of the Private Banking Unit.

Skills

Retail Banking

Credit Principles

Financial Planning

Consultative Selling

Relationship Management

Client Onboarding

Regulatory Awareness

Multi-priority

Education

University or community college degree

Job description

What You Will Be Doing

We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. Responsible for day-to-day management of retail and small business solutions and deepening client relationships.

Is This Role Right For You

• Assist in the effective management of client relationships and provide the highest quality customer service
• Be a subject matter expert developing a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services
• Assist in client onboarding and recommending retail solutions
• Be alert for opportunities to expand existing client and prospect relationships
• Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits
• Assist in supporting effective operation of the Private Banking Unit complying with regulatory requirements as part of the service process

Skills

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles
• A good understanding of tax, estate and financial planning and investment vehicles
• Ability to identify client needs and provide tailored recommendations
• Customer centricity & passion to make a significant impact on the lives of our customers and our communities
• Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and professionalism at all times
• University or community college degree
• Willingness to go above & beyond and exceed customers expectations
• Consultative customer engagement style with the ability to build trust
• Ability to balance multiple and often conflicting priorities
• Desire to work in a dynamic fast paced environment
• Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

What’s in it for you?

• An inclusive and collaborative working environment in a high performing team that encourages curiosity, creative thinking and celebrates success.
• Opportunity to make a significant impact to the customer & team, while developing your business & relationship management skills to continue a rewarding path in Private Banking
• Gain technical, practical & specialised knowledge learning from successful private bankers & leaders
• Be a part of and contribute to a winning team

Location(s): Canada : British Columbia : Vancouver