This listing was posted on ListedBuy.
PIC Portfolio Manager - St. John's, Newfoundland and Labrador
Location:
Abee
Description:
Requisition ID: 198187 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: This position is a trusted advisor of private wealth services that meet high net worth client’s short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process. A Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience. The Portfolio Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline in order to generate sustainable and profitable growth. The incumbent actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Major Accountabilities: 1. Client Relationship Management Delivering exceptional client experience and the wealth advisory value proposition Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel Conducting ongoing wealth conversations with clients,. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 30 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: PIC Portfolio Manager - St. John's, Newfoundland and Labrador
PIC Portfolio Manager - St. John's, Newfoundland and Labrador is a Executive Manager Job at Scotiabank located in United States. Find other listings like PIC Portfolio Manager - St. John's, Newfoundland and Labrador by searching Oodle for Executive Manager Jobs.
PIC Portfolio Manager - St. John's, Newfoundland and Labrador is a Executive Manager Job at Scotiabank located in United States. Find other listings like PIC Portfolio Manager - St. John's, Newfoundland and Labrador by searching Oodle for Executive Manager Jobs.