Requisition id: 226403as a cornerstone business within scotia wealth management, scotiamcleod has earned a reputation for integrity based on service excellence and trusted investment advice.
our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.when you join scotiamcleod, you'll be empowered to deliver enriched thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.
you'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family, and business.
with a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.purposewe are seeking a seasoned, results-oriented professional with over 10 years of experience to join the scotia wealth management team in mexico.
this sr.
manager will contribute to the overall success of the international wealth management business line by executing on the global strategic partnerships strategy while ensuring specific individual goals, plans, and initiatives are executed in alignment with the team's business strategies and objectives.
the role ensures all activities follow governing regulations, internal policies, and procedures.the sr.
manager will manage collaboration in their jurisdiction between the wealth management ("wm") team, local bank business lines, and external strategic parties.
this oversight involves crafting, creating, and delivering business strategies, strategic partnership plans, and business disciplines, ensuring initiatives are executed and delivered in compliance with regulations and policies.
this role contributes to the long-term profitability of the international wealth management business line by driving cross-referrals, increasing client acquisition, and decreasing attrition.
it demands exceptional senior stakeholder management skills, given its accountability to multiple business lines, requiring the incumbent to establish and communicate mutually beneficial value propositions.accountabilitiesanalyticsmonitor and report on partnership performance, making data-driven recommendations for optimization, including proposing, tracking, and reporting kpis to local and central offices.define, implement, report, and analyze success metrics for the program at the pod level as well as for individual wealth managers (wm) and relationship managers (rm).establish processes to identify opportunities and optimize efficiency, creating tools and resources to embed process improvements and achieve standards of excellence.communicate results of strategic partnerships and implement collaboration strategies and best practices, aligning with client-centric principles through coaching and support.drive a customer-centric culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.contribute to partnership business development plans and sales excellence playbooks aligned with iwm strategic objectives.build and maintain relationships with key internal and external partners, generating referrals and driving profitable growth.collaborate with relationship managers, group leads, district managers, wealth advisors, private bankers, and other partners to review client prospects and provide education on the total wealth proposition and banking solutions.support sales efforts by identifying opportunities and solutions for prospects, including attending occasional client meetings.ensure operations adhere to scotiabank's values, policies, and controls, including compliance, aml/atf, sanctions, and conduct risk management.strategic development & executionlead the implementation of strategies and initiatives to enhance collaboration across business lines and partners.identify and implement strategies for market positioning, growth, and profitability driven by customer loyalty and satisfaction.foster a high-performance, inclusive leadership culture with clear communication of vision and effective collaboration.work cross-functionally with sales, marketing, and business leads to execute partnership initiatives, including sales tactics.ofrecemossueldo basevales de despensacontratación directa con la instituciónprestaciones superiores a la leyaguinaldo de 30 días20 días de vacaciones por añoseguro de gastos médicos mayoresseguro de vidarequisitosmás de 10 años de experiencia en banca y gestión de patrimonio, con énfasis en desarrollo de negocios, gestión de ventas y comunicación a nivel ejecutivo.resultados demostrados con habilidades de trabajo en equipo y colaboración.buen entendimiento de las estructuras, procesos y recursos del banco, y su red de distribución de productos financieros y servicios.experiencia en desarrollo y ejecución de programas, productos, sistemas y requisitos regulatorios, considerando su impacto en operaciones y oferta al cliente.habilidades de gestión de relaciones, capacidad para construir y mantener relaciones sólidas internas y externas a nivel senior.flexibilidad para adaptarse a entornos cambiantes.alta autoconciencia y disposición a recibir retroalimentación.excelentes habilidades de organización y gestión del tiempo, con capacidad para trabajar de manera independiente.licenciatura o posgrado, preferentemente en negocios, ventas o campo relacionado.en scotiabank valoramos las habilidades y experiencias únicas que cada persona aporta y estamos comprometidos con un entorno inclusivo y accesible.
si necesitas alguna adaptación durante el proceso de selección, indícalo a nuestro equipo de atracción de talento.
scotiabank respeta la diversidad y no discrimina.
no solicitamos pruebas de embarazo ni vih bajo ninguna circunstancia.agradecemos tu interés.
solo contactaremos a los candidatos seleccionados para entrevista.ubicación: ciudad de méxico, miguel hidalgoscotiabank ayuda a sus clientes a lograr el éxito a través de una amplia gama de productos y servicios financieros, promoviendo un entorno inclusivo para todos.
#j-18808-ljbffr