Ejec Singular

Responsibilities

• Manage a high-value client portfolio to build long-term relationships and increase segment loyalty.
• Identify client needs and provide timely financial advisory services and solutions for premium clients.
• Detect new business opportunities within the existing portfolio and analyze prospect potential to grow the premium segment.
• Execute the sales process following commercial models and service protocols to ensure client satisfaction.
• Manage a daily sales agenda, including follow-ups and contacts, to meet commercial objectives.
• Ensure compliance with institutional policies, including Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.

Requirements

• Degree in Economics, Administration, or related economic-administrative fields (completed or in progress).
• 3 years of experience in sales of financial services within the Premium sector.

About the Company

Scotiabank is a leading bank in the Americas. We help our clients, their families, and their communities achieve success through a complete range of advisory, products, and services in personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets. We are committed to creating an inclusive and accessible environment for all.