At a Glance
- Tasks: Build strong client relationships and manage complex accounts in wealth management.
- Company: Join Scotiabank's dynamic team in London, focused on high net worth services.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work with a collaborative team and enhance your expertise.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: 3-5 years of experience in wealth management and strong client service skills.
The predicted salary is between 63000 - 77000 $ per year.
Build deep client relationships in Scotiabank's London office through wealth management, account administration, and high net worth service.
As a Scotiatrust Trust Officer, you will support the Senior Trust Officer within a Scotia Wealth Management office.
You will oversee day to day administration across client, beneficiary, and Co-Trustee relationships.
The position combines personalized service, technical Estates and Trusts knowledge, business development, and risk-aware operations.
Key Responsibilities
- Manage daily oversight and administration for complex accounts
- Respond proactively to client needs and concerns
- Build partnerships supporting solutions across financial services disciplines
- Pursue opportunities from account portfolio relationships
- Apply policies, procedures, audit standards, and controls
Requirements
- Proven proactive delivery of best in class client experiences
- Ability to manage competing priorities effectively
- Strong change management and technology adoption skills
- Three to five years of directly related experience
- Membership or commitment to participate in CSI or STEP
Bring technical trust expertise, proactive service, and partnership-building ability to Scotiatrust's wealth management team in London.
Wealth Management Trust Officer – 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.
