investment manager - banking, credit and investment
Title posted on CareerBeacon -
Senior Private Banker Healthcare
Posted on
August 23, 2024
by
Employer details
TD Bank
Job details
Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:This role is responsible for acting as a Relationship Manager (RM) for Senior Private Banker, Healthcareand focus on client product/solution fulfillment and the serving the accounts of HNW clients to ensure a legendary client experienceCUSTOMEROnboard clients and act as a trusted RM for those introduced to Senior Private Banker, Healthcare from any sourceProvide high touch service to client that is in line with their expectationsRecommend, implement and service of all banking related products and solutions (credit and cash management)Apply deep knowledge of the following to ensure that clients receive a legendary HNW client experience:Banking products and solutionsBanking processes systems and operationsUnderstand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).Assess that PB products/solutions continue to meet client needs, on a proactive basis and make recommendations as needed.Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions. Understand and assess pre-established financial plans of varying complexity and make banking product/solution recommendations.SHAREHOLDERRepresent Private Wealth Management and TDBG to the general public in a professional manner. Identify opportunities in the existing client base to refer to Wealth, Commercial and other parts of TDBG to increase TD's share of wallet.Maximize profitability through a consistent application of the Private Banking fees and pricing.Maintain up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protect the interests and reputation of TDBG and its clients by continuous compliance to themPlan and execute business development activities, review and communicate results, and adjust tactics accordinglyPromote and offer full suite of products, sales, services and banking capabilitiesContribute to business objectives for Operational ExcellenceEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryActively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirementsParticipate in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situationsKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestProvide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date abou
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LocationMontréal, QC
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2090397
Advertised until
2024-10-03
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