Wealth Manager and Team Lead, International Wealth at Scotiabank
Toronto, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

0.0

Posted On

20 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Management, Capital Markets, Investment Banking, Financial Analysis, Measures, Management Skills, Addition, Interest Rate Risk Management, Commercial Banking, Negotiation, Pfp, Private Banking, Risk Assessment, Value Propositions

Industry

Banking/Mortgage

Description

Requisition ID: 231717
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

• The incumbent must be an experienced banker with exceptional interpersonal, leadership and business development skills• Extensive knowledge of customized lending

  • Excellent presentation, risk assessment, analytical, accounting, and financial analysis skills
  • Advanced and proven deal structuring, negotiation, and sales management skills with superior closing capabilities
  • Experience with sophisticated lending and risk management solutions, including equity monetizations, currency and interest rate risk management, insurance lending and corporate lending support
  • Advanced marketing, communication, network, supervisory, interpersonal, and business development skills
  • Excellent understanding of tax, estate, financial planning, and investment vehicles
  • The incumbent must be able to relate comfortably with affluent and influential clientele in both a business and social content, demonstrating an ability to display a high degree of poise and professionalism at all times
  • Thorough knowledge of all Scotia Wealth Management business line value propositions, plus support group relationships across the organization
  • One-on one coaching and management of direct reports requires well-developed listening skills and concentration

How To Apply:

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Responsibilities

PURPOSE OF JOB:

The International Wealth Manager & Team Lead position is responsible for the operation and achievements of a team of Senior Associate Private Banker and Associate Private Banker, including the team’s overall sales and financial results, superior client service delivery, strong risk management practices and distribution of workload. The incumbent is responsible for team member development, ensuring that they have the skills and product knowledge to provide a wide array of deposit and lending solutions.
The International Wealth Manager and Team Lead possesses advanced knowledge of wealth management, customized lending, risk management, financial products, and services. This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value International Wealth Management clients. The Manager is responsible for identifying high net worth/ultra high net worth prospects with complex lending and/or banking 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 manager manages a complex portfolio of high-net-worth households with a geographic focus in Mexico (primary) and Colombia. The role is a key business development position with business objectives for lending, deposits, and referrals to business line partners.
The incumbent possesses the comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth/ultra high net worth client needs.
The incumbent will oversee the development of their team of Senior Associate Private Banker(s) and Associate Private Banker.

DO YOU HAVE THE SKILLS TO ENABLE YOU TO BE SUCCESSFUL IN THIS ROLE? WE WOULD LOVE TO WORK WITH YOU IF YOU HAVE:

  • The incumbent must have minimum 5 years of commercial lending experience and 10 years banking experience
  • University degree (MBA or CFA preferred), in addition to industry courses (CSC, PFP, CFP, etc)

• The incumbent must be an experienced banker with exceptional interpersonal, leadership and business development skills• Extensive knowledge of customized lending

  • Excellent presentation, risk assessment, analytical, accounting, and financial analysis skills
  • Advanced and proven deal structuring, negotiation, and sales management skills with superior closing capabilities
  • Experience with sophisticated lending and risk management solutions, including equity monetizations, currency and interest rate risk management, insurance lending and corporate lending support
  • Advanced marketing, communication, network, supervisory, interpersonal, and business development skills
  • Excellent understanding of tax, estate, financial planning, and investment vehicles
  • The incumbent must be able to relate comfortably with affluent and influential clientele in both a business and social content, demonstrating an ability to display a high degree of poise and professionalism at all times
  • Thorough knowledge of all Scotia Wealth Management business line value propositions, plus support group relationships across the organization
  • One-on one coaching and management of direct reports requires well-developed listening skills and concentration.

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. 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

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