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About the Role

The Senior Manager is responsible for ensuring PAC and CCA countries have a comprehensive suite of Wealth Management products and services for Private Banking Clients, helping teams deliver an exceptional client experience. This role supports the development and deployment of strategic initiatives for the Value Proposition for the PB segment to increase market share and profitability.

Responsibilities

Champion a client-focused culture to deepen Private Banking client relationships.
Collaborate with in-country Private Banking teams on Wealth Management products, solutions, and services.
Share best practices related to the value proposition with International Private Banking teams.
Create an exclusive Wealth Management offer for Private Banking clients across all geographies.
Collaborate with in-country Private Banking teams on the development and implementation of tailored Private Banking products.
Identify external partnerships with potential service/solutions providers to enhance the IPB Value Proposition.
Support the review and negotiation of Service Level Agreements and process reengineering for Private Banking products and services.
Identify opportunities and partnerships to enhance IPB’s Digital agenda.
Support the design of the IPB Value proposition from a products and services perspective.
Gather insights on clients for onshore and offshore needs.
Coordinate with in-country Private Banking teams on the governance, management, and maintenance of segment solutions.
Support the development of the multi-year plan for the implementation of the IPB value proposition.
Participate in the design and deployment of projects related to products and services implementation for IPB.
Support the definition of appropriate Products and Services suite, including setting targets.
Develop business plans, conduct regular assessments against minimum targets and standards, and perform performance appraisals.
Develop strong relationships with all relevant Wealth Management teams and partners.
Analyze new market trends, understand the needs of Private Banking clients, competition, and regulatory environments.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Ensure familiarity with Know Your Client (KYC) and AML/ATF policies and regulations.

Requirements

Minimum 5 years’ experience in wealth management and/or consulting for the Affluent, High Net Worth or Ultra High Net Worth segment.
Excellent knowledge of all Private Banking, Retail Bank, Commercial Bank and Wealth Management products and services.
Thorough understanding of commercial and retail credit principles and strong credit skills.
Experience developing, implementing, reviewing, and scaling a value proposition in financial services.
Experience with product development in financial services/banking.
Broad knowledge of the various business lines, segments, and products.
Knowledge on sales and service design concepts and management techniques.
Excellent knowledge of transactional products and services and investment products.
Adequate knowledge and understanding of taxation, insurance, retirement planning, and estate planning.
Experience in process engineering and leaner practices applied to banking.
Ability to evaluate risk, identify control weaknesses, contribute to policy development, implement supporting procedures, and report on non-compliance effectively.
Proficiency with MS Office (particularly Excel and PowerPoint), Salesforce, Power BI.
Exceptional interpersonal skills and ability to develop solid relationships with IWM’s stakeholders.
Very strong understanding of the country’s business and political environment in IWM footprint.
Strong working knowledge of the competitive landscape.
Ability to keep up to date on past, current, and future trends in the financial services industry.
Strong organization & self-management skills to convert strategic objectives and plans into measurable results.
Strong communication and presentation skills and ability to deal with all levels of management.
Strong negotiating and listening skills.
Strong strategic influencing skills and ability to work in a cross-functional, matrixed work environment.
A self-starter and team worker who is goal-oriented.
Flexibility and strong organization skills to adapt to a wide variety of tasks and functions.
Ability to work effectively as a member of the International Private Banking and International Wealth Management teams.

Skills

Spanish is desirable
Wealth Management
Consulting
Private Banking
Retail Banking
Commercial Banking
Credit Principles
Value Proposition Development
Product Development
Sales and Service Design
Transactional Products
Investment Products
Taxation
Insurance
Retirement Planning
Estate Planning
Process Engineering
Risk Evaluation
MS Office (Excel, PowerPoint)
Salesforce
Power BI
Interpersonal Skills
Strategic Influencing
Negotiating Skills
Listening Skills
Communication Skills
Presentation Skills
Organization Skills
Self-Management Skills

Location

Toronto, Ontario, Canada

Work Type

Office-based
Non-standard hours

Experience Level

Senior Manager
Minimum 5 years

Education Level

MBA or degree in business or equivalent

About the Company

Scotiabank is a leading bank in the Americas.
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.

Equal Opportunity

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.