Strategic Private Wealth Portfolio Lead

Scotiabank

Vancouver

On-site

CAD 120,000 - 190,000

Full time

2 days ago

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Benefits offered by this job

Employee Referral Bonus

Job summary

Scotiabank is seeking a Portfolio Manager to act as a trusted advisor for private wealth services, delivering holistic wealth management and investment growth solutions. You will build deep client relationships, identify opportunities, and coordinate with cross-functional partners to execute wealth strategies that align with life goals.

You will manage a portfolio of high-value clients, pursue new prospects, and ensure rigorous adherence to compliance and risk controls while driving sustainable

Qualifications

Strong knowledge of wealth management and life-based planning.
Experience building and managing relationships with high-net-worth clients.
Ability to collaborate with partners to deliver integrated wealth solutions.

Responsibilities

Develop and deepen client relationships to understand life goals, circumstances and needs.
Provide investment counselling integrated into life-based wealth advice and solutions.
Coordinate with Scotia Wealth Management partners to deliver wealth strategies and client experiences.
Identify high net worth prospects and opportunities within the client book to drive growth.
Ensure adherence to regulatory and internal controls for risk and compliance.
Collaborate with a team of experts to deliver comprehensive wealth offerings.

Skills

Wealth management

Client relationships

Investment counselling

Business development

Job description

You will manage a portfolio of high-value clients, pursue new prospects, and ensure rigorous adherence to compliance and risk controls while driving sustainable

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