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Managing Director, UHNW Wealth — On‑Site (Vancouver/Calgary)

Scotiabank

Vancouver

On-site

CAD 150,000 - 200,000

Full time

Today
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Job summary

A major financial institution is seeking a Managing Director for their Global Family Office group in Vancouver or Calgary. The role focuses on managing Ultra-High Net Worth relationships and providing tailored financial solutions. The ideal candidate will have a proven track record in wealth management and strong client relationship skills. This permanent, full-time position offers a competitive salary and requires an on-site presence.

Qualifications

  • Proven track record in managing relationships with Ultra-High Net Worth clients.
  • Strong understanding of wealth management strategies.
  • Ability to navigate complex organizational structures.

Responsibilities

  • Acquire and deepen relationships with UHNW individuals and family offices.
  • Manage client pitch preparation and execution.
  • Deliver customized financial solutions.

Skills

Client relationship management
Wealth management
Strategic planning
Financial solutions delivery
Job description
A major financial institution is seeking a Managing Director for their Global Family Office group in Vancouver or Calgary. The role focuses on managing Ultra-High Net Worth relationships and providing tailored financial solutions. The ideal candidate will have a proven track record in wealth management and strong client relationship skills. This permanent, full-time position offers a competitive salary and requires an on-site presence.
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