Elite Trust Officer - High Net Worth Client Advisor

Scotiabank; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Scotiatrust Trust Officer in Halifax. The role involves managing client relationships, providing exceptional service, and collaborating with a team to leverage financial expertise. Candidates need 3-5 years of experience with high net worth clients and a strong educational background. This position promotes a proactive client experience and requires strong communication skills, with opportunities for professional development.

Qualifications

• Minimum of 3-5 years of directly-related experience.
• Proven success in high net worth client relationship management.
• Membership or commitment to participate in CSI and/or STEP.

Responsibilities

• Provide best in class proactive and personalized client experience.
• Assist with revenue collection and branch profitability.
• Identify new business opportunities and maintain client relationships.

Skills

Relationship management

Client service

Communication skills

Proactive client experience

Negotiation skills

Education

University degree

Professional accreditation

Job description

A leading financial institution seeks a Scotiatrust Trust Officer in Halifax. The role involves managing client relationships, providing exceptional service, and collaborating with a team to leverage financial expertise. Candidates need 3-5 years of experience with high net worth clients and a strong educational background. This position promotes a proactive client experience and requires strong communication skills, with opportunities for professional development.