Step into the role of a Trust Officer, where your expertise in Estates & Trusts enhances high net worth client relationships. Proactively deliver exceptional client experiences and identify new business opportunities within a dynamic financial landscape.As a Trust Officer, you will leverage a robust knowledge of client needs to manage account administration and relationships effectively. Your role also includes building partnerships, engaging with internal teams for a seamless experience, and contributing to profitability through accurate forecasting. Prioritizing risk management through compliance will be a critical aspect of your daily duties.Key Responsibilities:• Provide personalized client service to high net worth clients• Build effective partnerships within and outside the organization• Identify and pursue new business opportunities• Manage risk exposure through compliance and documentation• Navigate complex estates, trusts, and financial mattersRequirements:• 3-5 years in wealth management or trust services• Professional credentials in finance or related field• Proven success managing high net worth client relationships• Strong communication and negotiation skills• Bilingual in French and English preferredMaximize your impact with expertise in relationship management and a proactive approach to client solutions.#J-18808-Ljbffr
Client-Centric Trust Officer Driving Wealth Management Success
SCOTIABANK
montreal (administrative region), montreal (administrative region)
Published 27 days ago
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