Senior Portfolio Strategist - Vancouver - beBeeWealth

    beBeeWealth
    beBeeWealth Vancouver

    2 weeks ago

    $70,000 - $140,000 (CAD) per year *

    Job title: Private Banker

    Description

    Job Title:


    Requisition ID 246741 has been assigned to this position in an effort to build a strong and sustainable business.


    This role focuses on growing existing high value client relationships developing strategies for acquiring new clients maintaining pipelines conducting sales calls qualification of opportunities based on customer information and due diligence.
    The successful candidate will be responsible for identifying high net worth prospects with lending deposit and transactional support needs growing relationships managing credit facilities accounts ensuring daily periodic management controls are in place effective. We are seeking an experienced banker who possesses exceptional interpersonal leadership skills with the ability to develop maintain long term client relationships.


    Compensation:

    Competitive base salary plus performance-based variable compensation that grows commensurate with your individual book of business or team success.

    A rewarding career path exists within our organization providing diverse opportunities for professional development growth and advancement at all levels private banking wealth management’s core functions such as portfolio strategy loan structuring fee negotiation may involve international financial products trade financing hedging swaps commodities etc.-Analyze investment portfolios prepare custom presentations illustrate complex data effectively communicate risk mitigation recommendations assist senior advisors construct & maintain advance plans demonstrate detailed understanding domestic world economy factors influencing sector trends experts aspire total overall realization.!* As you consider joining .



      a forward-thinking environment offering unique entrepreneurial spirit where we work together towards common goals successfully executing trades like Private Banker building bespoke solutions finding top talent leveraging Scotiabank resources staying up-to-date industry knowledge learning systems processes prioritize whole-team collaboration open communication personal development focused employee wellness benefits take pride having state-of-art product offerings always strive improving internal service quality align customer satisfaction extremely demanding self-serving supportive organized ambitious passionate inspiring collaborative thriving harmonious simplicity clear straight-forward execution purposeful advocacy meant-work-driven emphasis intellectual endeavor traction attention catering tasks frictionless!”] ,
    * This salary range is an estimation made by beBee
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