Requisition ID: 104419Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Global Family Office Group ensuring both team and individual goals are delivered, including (i) client servicing activities; and (ii) strategic and operational initiatives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
Accountabilities
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge to deliver all-bank solutions to our strategic clients and Family Offices.
Client Servicing & Business Development
Engage clients and prospects as part of team business development activities including client pitches and delivery of customized solutions
Demonstrates broad knowledge of products and services across all of Scotias businesses, platforms, and geographies, with knowledge in Wealth, Capital Markets, and/or or Corporate/Commercial Banking
Seek creative solutions for clients with complex needs, coordinating across teams and senior executives where needed
Develop and coordinate deliverables for client meetings, including presentations tailored to client needs
Lead the planning and execution of exclusive client events, coordinating across countries, internal teams, executive management, clients, and external service providers
Build networks with across GBM, GWM, and other key partner teams to drive solutions and encourage intra-group referral activity
Support new client onboarding activities, often coordinating across business lines
Apply sound judgement, communication, and influencing skills while working in a small team of senior executives
Strategic & Operational Initiatives
Design and develop strategic plans and operational initiatives that support Scotias broader Family Office strategy
Partner with Wealth teams to develop new products, services, operational standards, and digital solutions that enhance Scotias Family Office proposition
Provide analysis on the global and Canadian UHNW competitive landscape
Manage financial forecasts and data analytics that support strategic initiatives and business cases
Champion a high-performance environment and contributes to an inclusive work environment.
Governance and Referral Programs
Manage the end-to-end governance processes for internal management committees and client meetings
Drive new referral activity between GBM/GWM by engaging with, representing GWMs capabilities and supporting new client introductions
Develop management reports on new client developments and quarterly submissions
Oversee Head Office expenses, including the planning, tracking, and performance measurement processes
Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabanks 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.
Education / Experience
Demonstrates strong communication, interpersonal, and presentation skills
3+ years of experience in a client-facing, strategy, or business development role within GWM or GBM
Strong analytical problem-solving skills with sound business judgement
Advanced proficiency with Excel and PowerPoint
Self-motivated and comfortable working both independently and within a small team setting
Experience working with field sales teams an asset
Post-secondary degree in a related field (Commerce, MBA, Economics, Engineering) or relevant experience
Additional certifications (e.g. CFA, CPA, CIM), or are working towards one, is an asset
Fluency in Spanish or a second language is an asset
Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.