Serve high net worth clients in London as a Scotiatrust Trust Officer, using Estates and Trusts expertise and proactive relationship management.
Working within Scotia Wealth Management, you will support a Senior Trust Officer and manage daily administration for varied account portfolios. Your work will address client, beneficiary, and Co-Trustee relationships while supporting total wealth strategies. You will also contribute to business development, profitability, and compliant account oversight.
Key Responsibilities:
- Deliver personalized client experiences through accurate account administration
- Support Senior Trust Officer relationships and wealth strategy coordination
- Identify new business opportunities and maintain prospect pipelines
- Assist revenue collection, forecasting, and fee recommendations
- Escalate issues and maintain compliant account administration
Requirements:
- Three to five years of directly related experience
- Professional or industry accreditation alongside a university degree
- Detailed knowledge of Estates, Trusts, wills, and taxation
- High net worth relationship management success
- Strong communication, negotiation, and interpersonal skills
Apply Estates and Trusts knowledge, client service, and relationship management skills as Scotiatrust Trust Officer in London.
Scotiatrust Estate Trust Officer in London employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
