Business-Oriented Senior Private Banker

Become a Senior Private Banker with TD Wealth, specializing in high-net-worth and ultra-high-net-worth clients. This role is fixed-term and emphasizes strategic credit solutions and relationship management.

As a Senior Private Banker, you will lead in acquiring and managing HNW clients, focusing on their complex financial needs.

Your role will involve close collaboration with various banking partners, ensuring that you provide tailored wealth management solutions. The focus is on building long-lasting relationships while interpreting financial planning recommendations effectively.

Key Responsibilities:

• Acquire HNW clients from internal and external sources

• Onboard and manage referred client relationships

• Collaborate on a unified One-TD customer experience

• Implement comprehensive banking products and services

• Conduct client sessions to gauge financial objectives

Requirements:

• Bachelor’s degree; 7-10 years in banking required

• Completion of CIRE or IFIC is mandatory

• Certification as a PFP or CFP within three years

• Proven client acquisition and relationship management skills

• Extensive knowledge of banking operations and risk

Foster and grow relationships in your role at TD Wealth, leveraging your skills to serve a discerning clientele.
#J-18808-Ljbffr