Singular Executive 1

Description

Position Summary: Financial sales professional responsible for managing and growing premium client portfolios, identifying needs and offering solutions, and ensuring a positive and profitable client experience. Key Highlights: 1. Manage premium portfolio clients and build long-term relationships. 2. Identify client needs and analyze financial solutions. 3. Identify new business opportunities and increase new clients. We are committed to continuing our investment in our employees and helping you further develop your career path at Scotiabank. Responsibilities * Manage all clients within your portfolio, build long-term relationships, and increase the Bank’s high-value segment share. * Identify client needs and analyze financial solutions to provide timely advice to premium clients and resolve their concerns. * Manage portfolio share by identifying and analyzing each client’s potential. * Identify new business opportunities with existing portfolio clients and align those opportunities with client needs. * Increase the number of new clients entering the premium segment through prospect analysis. * Ensure the sales process and fulfillment of key client touchpoints. * Apply commercial model service protocols in all client interactions and actively participate in related activities. * Build and manage your daily sales agenda—comprehensive in actions and contacts—to enable follow-up and ensure achievement of commercial objectives. * Adhere to service fundamentals and sales principles in all client interactions. * Ensure all clients have a positive and satisfying experience with contracted services and products. * Apply institutional policies and regulations across all sold products and services. * Ensure segment profitability through achievement of commercial objectives and growth and expansion of portfolios and share among new/existing clients. * Comply with Scotiabank Global Anti-Money Laundering (AML) and Know Your Customer (KYC) Policies Requirements: * Bachelor’s degree in Economics, Business Administration, or related field; either currently completing studies or already graduated. * Minimum 3 years’ experience in financial services sales within the Premium segment **\*\*Under no circumstances will pregnancy or HIV tests be requested\*\*** **\*\*Scotiabank is an inclusive employer that respects diversity and does not discriminate in any form\*\*** Scotiabank is a leading bank in the Americas. Inspired by our corporate purpose—“For Your Future”—we help our clients, their families, and their communities succeed through a full range of advisory services, products, and solutions in personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each person brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require any accommodation during the recruitment and selection process—for example, an accessible interview location, documents in alternative formats, sign language interpretation, or assistive technology—please inform our Recruitment team. If you need technical support, click here. Candidates must apply directly online if they wish to be considered for this position. We thank all candidates for their interest in this career opportunity at Scotiabank; however, only those selected for an interview will be contacted.