Requisition ID: 226631

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

The Senior Relationship Manager is responsible for delivering Custody Services to private clients, institutional investors, and partners both internal and external to Scotiabank. The incumbent is client-centric with a strong proactive approach to managing relationships, acting as the first point of contact in the provision of account administration, portfolio reporting, and problem resolution and providing a senior level of support and expertise to a team of Account Managers and Account Associates.

 

Is this role right for you? In this role you will:

Provide a best in class, proactive and personalized client experience to clients and firms engaged in asset management Provide timely and accurate account administration Identify and participate in new business opportunities, along with the Market Lead and Director, and coordinate, present and implement services for complex and high value clients Coordinate new account openings and review and set-up client files in a timely and accurate manner, collecting and validating client documentation and AML/KYC materials. Proactively liaise with internal support groups to investigate and resolve issues, and escalate and refer matters to other resources where appropriate Lead a team of Account Associates and oversee / approve deposits, contributions, withdrawals, forex, and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

Post-secondary degree or diploma 5 years’ experience in the financial services industry 2 years of People leader experience  Strong end-user computer skills Effective communication skills both written and verbal An entrepreneurial spirit with a proven ability to lead a team that represents the business in delivering a proactive and responsive client experience Demonstrated product expertise, personal integrity, and an ability to respond to stated and unstated client needs and concerns

 

 

 

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.