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personal trust officer
Title posted on CareerBeacon - Senior Private Banker II
Posted on November 08, 2024 by Employer details TD Bank
Job details
Work Location: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 representing TD Wealth in the HNW and UHNW segment by 1) acting as a PB Relationship Manager (RM) for UHNW (FO) families and focus on client product/solution fulfillment, 2) cultivating HNW referral opportunities while ensuring a legendary client experienceCUSTOMERDevelop a pipeline and acquire new HNW clients through internal (TD Securities & NCA) and external sources (Segment 1) and establish contact planning practices to drive continued client engagement.Apply deep knowledge of the following to ensure that clients receive a legendary HNW client experience:- 4 Pillars- Banking products and solutions- Banking processes systems and operationsDeliver a legendary HNW Client Experience to existing and prospective clients.Conduct an in-depth discovery through goals-based discovery including client assets and risk tolerance and create a comprehensive Wealth Plan with tailored HNW strategies.Onboard clients to PB and act as a trusted relationship manager for those introduced to PB ($5MM+ from Retail, external Segment 1 or Family Office related)Identify referral opportunities and work collaboratively with other PWM partners to execute on an integrated plan with the goal of consolidating assets and ensuring TD is the clients' primary Financial Institution Work proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development. Represent Private Wealth Management and TDBG to the general public in a professional manner.SHAREHOLDERComplete financial transactions of increasing high complexity (deposit, credit, and Banking transactions); contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining clients / advice opportunities and referrals, to increase profitability and enable business growth; this role is particularly responsible for achieving market share growth through acquiring business.Promote and offer full suite of products, advice, services, banking and credit capabilities.Identify opportunities in the existing Commercial Banking client base to refer to Wealth 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 them.Plan and execute business development activities, review and communicate results, and adjust tactics accordingly. Work closely with Business Banking partners to integrate on business development activities and events.Promote and offer full suite of products, sales, services and banking capabilities.Contribute to business objectives for Operational ExcellenceEnsure necessary due diligence to support the accuracy of all customer transactions / activities.Protect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements.Participate in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations. Be viewed as a key resource for Wealth/Private Banking to Business Banking and Commercial colleagues.Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.Maintain a culture of risk management- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2111997
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