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Private Banker
Location:
Abee
Description:
Requisition ID: 183231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs. This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence. The incumbent manages approximately 150 high net worth households. The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners. Key Accountabilities 1. Lead Portfolio Management and Risk Mitigation by: Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation. Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients Using knowledge of Scotiabank's diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners. Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily. Proactively identifying and mitigating problem loans, including bringing potential problems under correspondence as soon as identified. Acting. Visit ListedBuy for more information.
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More About this Listing: Private Banker
Private Banker is a Banking Jobs Banker Job at Scotiabank located in United States. Find other listings like Private Banker by searching Oodle for Banking Jobs Banker Jobs.
Private Banker is a Banking Jobs Banker Job at Scotiabank located in United States. Find other listings like Private Banker by searching Oodle for Banking Jobs Banker Jobs.